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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 | $20,403 | $27,943-27.0% | $58,507-65.1% | $75,177-72.9% |
| Participation rate | 24.2% | 38.8%-14.6pp | 50.9%-26.6pp | 67.2%-43.0pp |
| Annual return | -35.49% | 44.22%-79.7pp | 4252.32%-4287.8pp | 160.75%-196.2pp |
| Employer contribution / active EE | $147 | $670-78.1% | $1,053-86.1% | $2,671-94.5% |
| Participant deferral / active EE | $746 | $1,202-37.9% | $1,922-61.2% | $4,126-81.9% |
| Admin fee / account holder | $56 | $1,727-96.8% | $2,486-97.8% | $5,651-99.0% |