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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,611 | $97,020-83.9% | $83,322-81.3% | $135,379-88.5% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -15.27% | 12.31%-27.6pp | 10.64%-25.9pp | 519.79%-535.1pp |
| Employer contribution / active EE | $1,081 | $4,144-73.9% | $3,379-68.0% | $4,779-77.4% |
| Participant deferral / active EE | $5,093 | $5,964-14.6% | $5,565-8.5% | $5,609-9.2% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |