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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 | $34,994 | $39,162-10.6% | $100,671-65.2% | $59,633-41.3% |
| Participation rate | 18.9% | 55.9%-36.9pp | 70.7%-51.8pp | 68.7%-49.8pp |
| Annual return | -2.81% | 21.07%-23.9pp | 20.43%-23.2pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,213 | $1,992-39.1% | $3,144-61.4% | $3,192-62.0% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |