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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 | $11,963 | $29,716-59.7% | $56,077-78.7% | $80,925-85.2% |
| Participation rate | 5.7% | 41.7%-36.0pp | 52.5%-46.8pp | 67.7%-61.9pp |
| Annual return | 7.34% | 35.30%-28.0pp | 1709.28%-1701.9pp | 35.65%-28.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $271 | $1,228-77.9% | $1,954-86.1% | $4,299-93.7% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |