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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 | $20,837 | $77,920-73.3% | $149,723-86.1% | $75,177-72.3% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | -2.67% | 31.72%-34.4pp | 134.50%-137.2pp | 160.75%-163.4pp |
| Employer contribution / active EE | $661 | $3,138-78.9% | $4,821-86.3% | $2,671-75.2% |
| Participant deferral / active EE | $1,137 | $3,411-66.7% | $5,682-80.0% | $4,126-72.5% |
| Admin fee / account holder | $10 | $5,951-99.8% | $13,215-99.9% | $5,651-99.8% |