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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 | $5,368 | $27,632-80.6% | $61,452-91.3% | $68,486-92.2% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -41.38% | -13.24%-28.1pp | 338.96%-380.3pp | -7.85%-33.5pp |
| Employer contribution / active EE | $366 | $696-47.3% | $1,160-68.4% | $2,597-85.9% |
| Participant deferral / active EE | $868 | $1,264-31.3% | $2,125-59.2% | $4,028-78.5% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |