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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 | $11,383 | $27,632-58.8% | $61,452-81.5% | $68,486-83.4% |
| Participation rate | 11.1% | 39.5%-28.4pp | 52.6%-41.5pp | 67.9%-56.8pp |
| Annual return | -26.68% | -13.24%-13.4pp | 338.96%-365.6pp | -7.85%-18.8pp |
| Employer contribution / active EE | $188 | $696-72.9% | $1,160-83.8% | $2,597-92.7% |
| Participant deferral / active EE | $697 | $1,264-44.8% | $2,125-67.2% | $4,028-82.7% |
| Admin fee / account holder | $257 | $2,010-87.2% | $2,131-88.0% | $5,404-95.3% |