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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 | $27,315 | $106,894-74.4% | $84,016-67.5% | $152,870-82.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 0.86% | 104.99%-104.1pp | 71.31%-70.4pp | 345.34%-344.5pp |
| Employer contribution / active EE | $1,045 | $2,734-61.8% | $1,983-47.3% | $4,763-78.1% |
| Participant deferral / active EE | $7,125 | $4,011+77.6% | $3,239+120.0% | $5,850+21.8% |
| Admin fee / account holder | $0 | $8,286-100.0% | $6,101-100.0% | $11,597-100.0% |