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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 | $3,888 | $27,632-85.9% | $61,399-93.7% | $68,495-94.3% |
| Participation rate | 23.3% | 39.5%-16.2pp | 52.6%-29.2pp | 67.9%-44.6pp |
| Annual return | -45.49% | -13.24%-32.2pp | 338.81%-384.3pp | -7.84%-37.6pp |
| Employer contribution / active EE | $363 | $696-47.8% | $1,159-68.7% | $2,596-86.0% |
| Participant deferral / active EE | $449 | $1,264-64.5% | $2,124-78.9% | $4,028-88.9% |
| Admin fee / account holder | $19 | $2,010-99.0% | $2,131-99.1% | $5,403-99.6% |