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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 | $29,733-59.8% | $56,025-78.6% | $80,959-85.2% |
| Participation rate | 5.7% | 41.7%-36.0pp | 52.5%-46.8pp | 67.7%-62.0pp |
| Annual return | 7.34% | 35.28%-27.9pp | 1712.69%-1705.3pp | 35.67%-28.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $271 | $1,229-77.9% | $1,955-86.1% | $4,300-93.7% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |