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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 | $17,582 | $54,355-67.7% | $82,744-78.8% | $68,486-74.3% |
| Participation rate | 36.0% | 63.9%-27.9pp | 72.6%-36.6pp | 67.9%-31.9pp |
| Annual return | -20.46% | -13.67%-6.8pp | 702.22%-722.7pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,060 | $2,219-52.2% | $3,008-64.8% | $2,597-59.2% |
| Participant deferral / active EE | $1,517 | $3,246-53.3% | $4,395-65.5% | $4,028-62.3% |
| Admin fee / account holder | $39 | $4,397-99.1% | $5,325-99.3% | $5,404-99.3% |