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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 | $13,291 | $44,850-70.4% | $60,547-78.0% | $59,633-77.7% |
| Participation rate | 23.3% | 59.5%-36.2pp | 68.0%-44.7pp | 68.7%-45.4pp |
| Annual return | -6.33% | 1074.14%-1080.5pp | 335.64%-342.0pp | 2041.40%-2047.7pp |
| Employer contribution / active EE | $510 | $1,462-65.1% | $2,419-78.9% | $2,203-76.8% |
| Participant deferral / active EE | $1,220 | $2,230-45.3% | $3,328-63.4% | $3,192-61.8% |
| Admin fee / account holder | $153 | $3,635-95.8% | $4,536-96.6% | $4,297-96.4% |