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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 | $28,412 | $158,852-82.1% | $121,220-76.6% | $135,380-79.0% |
| Participation rate | 30.4% | 79.3%-48.9pp | 71.8%-41.3pp | 82.6%-52.2pp |
| Annual return | -19.60% | -0.64%-19.0pp | 16.94%-36.5pp | 519.81%-539.4pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,542 | $4,006-61.5% | $3,345-53.9% | $5,609-72.5% |
| Admin fee / account holder | $8 | $6,515-99.9% | $5,021-99.8% | $10,828-99.9% |