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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 | $6,073 | $32,117-81.1% | $71,089-91.5% | $64,173-90.5% |
| Participation rate | 34.6% | 42.7%-8.1pp | 54.6%-20.0pp | 69.6%-35.0pp |
| Annual return | -14.83% | -5.57%-9.3pp | 650.65%-665.5pp | 7.63%-22.5pp |
| Employer contribution / active EE | $362 | $712-49.2% | $1,088-66.8% | $2,381-84.8% |
| Participant deferral / active EE | $820 | $1,263-35.0% | $1,873-56.2% | $3,470-76.4% |
| Admin fee / account holder | $165 | $2,759-94.0% | $3,082-94.7% | $4,887-96.6% |