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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 | $4,935 | $27,639-82.1% | $61,501-92.0% | $68,490-92.8% |
| Participation rate | 30.6% | 39.5%-8.9pp | 52.6%-22.0pp | 67.9%-37.3pp |
| Annual return | -40.57% | -13.19%-27.4pp | 339.04%-379.6pp | -7.85%-32.7pp |
| Employer contribution / active EE | $476 | $696-31.7% | $1,160-59.0% | $2,597-81.7% |
| Participant deferral / active EE | $984 | $1,264-22.1% | $2,125-53.7% | $4,028-75.6% |
| Admin fee / account holder | $26 | $2,012-98.7% | $2,132-98.8% | $5,403-99.5% |