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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 | $5,525 | $27,632-80.0% | $61,452-91.0% | $68,486-91.9% |
| Participation rate | 25.9% | 39.5%-13.6pp | 52.6%-26.6pp | 67.9%-42.0pp |
| Annual return | -40.95% | -13.24%-27.7pp | 338.96%-379.9pp | -7.85%-33.1pp |
| Employer contribution / active EE | $527 | $696-24.3% | $1,160-54.6% | $2,597-79.7% |
| Participant deferral / active EE | $1,638 | $1,264+29.6% | $2,125-22.9% | $4,028-59.3% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |