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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 | $10,944 | $108,226-89.9% | $77,513-85.9% | $158,950-93.1% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | -13.49% | 31.67%-45.2pp | 54.81%-68.3pp | 302.91%-316.4pp |
| Employer contribution / active EE | $95 | $1,325-92.8% | $987-90.4% | $4,762-98.0% |
| Participant deferral / active EE | $95 | $2,456-96.1% | $1,861-94.9% | $5,983-98.4% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |