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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 | $7,370 | $32,117-77.1% | $71,086-89.6% | $64,173-88.5% |
| Participation rate | 37.9% | 42.7%-4.8pp | 54.7%-16.7pp | 69.6%-31.6pp |
| Annual return | -39.52% | -5.57%-34.0pp | 650.59%-690.1pp | 7.63%-47.2pp |
| Employer contribution / active EE | $700 | $712-1.6% | $1,088-35.6% | $2,381-70.6% |
| Participant deferral / active EE | $1,863 | $1,263+47.5% | $1,874-0.6% | $3,470-46.3% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |