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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 | $31,772 | $42,910-26.0% | $60,919-47.8% | $68,490-53.6% |
| Participation rate | 7.7% | 66.8%-59.1pp | 73.1%-65.4pp | 67.9%-60.2pp |
| Annual return | -26.07% | -13.99%-12.1pp | 16.96%-43.0pp | -7.85%-18.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,100 | $2,866-61.6% | $3,814-71.2% | $4,028-72.7% |
| Admin fee / account holder | $60 | $3,104-98.1% | $3,228-98.1% | $5,403-98.9% |