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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 | $1,862 | $29,733-93.7% | $56,025-96.7% | $80,959-97.7% |
| Participation rate | 1.3% | 41.7%-40.5pp | 52.5%-51.2pp | 67.7%-66.4pp |
| Annual return | 8.95% | 35.28%-26.3pp | 1712.69%-1703.7pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $18 | $2,434-99.3% | $2,828-99.4% | $6,925-99.7% |