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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 | $6,038 | $32,117-81.2% | $71,086-91.5% | $64,173-90.6% |
| Participation rate | 23.5% | 42.7%-19.2pp | 54.7%-31.1pp | 69.6%-46.0pp |
| Annual return | -20.84% | -5.57%-15.3pp | 650.59%-671.4pp | 7.63%-28.5pp |
| Employer contribution / active EE | $342 | $712-52.0% | $1,088-68.6% | $2,381-85.6% |
| Participant deferral / active EE | $780 | $1,263-38.2% | $1,874-58.4% | $3,470-77.5% |
| Admin fee / account holder | $31 | $2,759-98.9% | $3,082-99.0% | $4,887-99.4% |