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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 | $4,885 | $25,979-81.2% | $71,755-93.2% | $68,486-92.9% |
| Participation rate | 15.9% | 54.5%-38.6pp | 62.3%-46.4pp | 67.9%-52.0pp |
| Annual return | -55.76% | -15.10%-40.7pp | 9.09%-64.9pp | -7.85%-47.9pp |
| Employer contribution / active EE | $251 | $900-72.1% | $1,704-85.3% | $2,597-90.3% |
| Participant deferral / active EE | $716 | $1,522-52.9% | $2,656-73.0% | $4,028-82.2% |
| Admin fee / account holder | $11 | $2,022-99.5% | $3,972-99.7% | $5,404-99.8% |