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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 | $7,081 | $32,117-78.0% | $71,089-90.0% | $64,173-89.0% |
| Participation rate | 8.8% | 42.7%-33.9pp | 54.6%-45.8pp | 69.6%-60.7pp |
| Annual return | -59.27% | -5.57%-53.7pp | 650.65%-709.9pp | 7.63%-66.9pp |
| Employer contribution / active EE | $139 | $712-80.4% | $1,088-87.2% | $2,381-94.2% |
| Participant deferral / active EE | $460 | $1,263-63.6% | $1,873-75.4% | $3,470-86.7% |
| Admin fee / account holder | $38 | $2,759-98.6% | $3,082-98.8% | $4,887-99.2% |