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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 | $12,636 | $29,733-57.5% | $56,025-77.4% | $80,959-84.4% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | -0.57% | 35.28%-35.9pp | 1712.69%-1713.3pp | 35.67%-36.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $777 | $1,229-36.8% | $1,955-60.2% | $4,300-81.9% |
| Admin fee / account holder | $271 | $2,434-88.9% | $2,828-90.4% | $6,925-96.1% |