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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 | $19,334 | $32,117-39.8% | $71,086-72.8% | $64,173-69.9% |
| Participation rate | 28.9% | 42.7%-13.8pp | 54.7%-25.7pp | 69.6%-40.6pp |
| Annual return | -11.23% | -5.57%-5.7pp | 650.59%-661.8pp | 7.63%-18.9pp |
| Employer contribution / active EE | $386 | $712-45.8% | $1,088-64.5% | $2,381-83.8% |
| Participant deferral / active EE | $924 | $1,263-26.8% | $1,874-50.7% | $3,470-73.4% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |