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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 | $29,667-59.7% | $56,441-78.8% | $80,874-85.2% |
| Participation rate | 5.7% | 41.7%-36.0pp | 52.5%-46.8pp | 67.6%-61.9pp |
| Annual return | 7.34% | 35.22%-27.9pp | 1704.21%-1696.9pp | 35.62%-28.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $271 | $1,227-77.9% | $1,953-86.1% | $4,297-93.7% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |