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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 | $45,342 | $60,139-24.6% | $90,461-49.9% | $79,856-43.2% |
| Participation rate | 14.3% | 65.0%-50.7pp | 72.7%-58.4pp | 69.6%-55.4pp |
| Annual return | -2.71% | 71.96%-74.7pp | 1294.76%-1297.5pp | 31.71%-34.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $788 | $2,939-73.2% | $3,964-80.1% | $3,741-78.9% |
| Admin fee / account holder | $29 | $3,978-99.3% | $5,617-99.5% | $5,306-99.5% |