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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 | $1,427 | $28,624-95.0% | $53,647-97.3% | $82,637-98.3% |
| Participation rate | 33.3% | 47.3%-13.9pp | 56.3%-22.9pp | 68.1%-34.7pp |
| Annual return | 3.04% | 664.98%-661.9pp | 358.33%-355.3pp | 53.51%-50.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $234 | $2,022-88.4% | $2,460-90.5% | $7,339-96.8% |