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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 | $15,646 | $40,275-61.2% | $57,356-72.7% | $59,633-73.8% |
| Participation rate | 59.5% | 69.1%-9.6pp | 75.1%-15.6pp | 68.7%-9.1pp |
| Annual return | -3.04% | 27.52%-30.6pp | 24.41%-27.4pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $819 | $1,921-57.4% | $2,689-69.5% | $2,203-62.8% |
| Participant deferral / active EE | $1,149 | $2,400-52.1% | $3,162-63.6% | $3,192-64.0% |
| Admin fee / account holder | $258 | $2,820-90.8% | $3,357-92.3% | $4,297-94.0% |