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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 | $4,426 | $27,639-84.0% | $61,501-92.8% | $68,490-93.5% |
| Participation rate | 40.0% | 39.5%+0.5pp | 52.6%-12.6pp | 67.9%-27.9pp |
| Annual return | -43.94% | -13.19%-30.7pp | 339.04%-383.0pp | -7.85%-36.1pp |
| Employer contribution / active EE | $673 | $696-3.3% | $1,160-42.0% | $2,597-74.1% |
| Participant deferral / active EE | $1,161 | $1,264-8.1% | $2,125-45.4% | $4,028-71.2% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |