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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 | $7,755 | $32,117-75.9% | $71,086-89.1% | $64,173-87.9% |
| Participation rate | 28.0% | 42.7%-14.7pp | 54.7%-26.7pp | 69.6%-41.6pp |
| Annual return | -10.54% | -5.57%-5.0pp | 650.59%-661.1pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $410 | $1,263-67.6% | $1,874-78.1% | $3,470-88.2% |
| Admin fee / account holder | $169 | $2,759-93.9% | $3,082-94.5% | $4,887-96.5% |