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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 | $15,190 | $95,917-84.2% | $79,583-80.9% | $134,545-88.7% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -24.65% | -2.70%-21.9pp | 0.16%-24.8pp | 418.37%-443.0pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,221 | $4,694-10.1% | $3,986+5.9% | $6,401-34.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |