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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 | $9,952 | $73,839-86.5% | $143,788-93.1% | $68,495-85.5% |
| Participation rate | 9.4% | 66.7%-57.2pp | 80.3%-70.9pp | 67.9%-58.5pp |
| Annual return | -37.57% | 1.01%-38.6pp | -0.03%-37.5pp | -7.84%-29.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $975 | $3,384-71.2% | $5,638-82.7% | $4,028-75.8% |
| Admin fee / account holder | $79 | $5,755-98.6% | $14,675-99.5% | $5,403-98.5% |