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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 | $17,774 | $158,827-88.8% | $121,208-85.3% | $135,382-86.9% |
| Participation rate | 16.7% | 79.3%-62.6pp | 71.8%-55.1pp | 82.6%-66.0pp |
| Annual return | -9.79% | -0.64%-9.2pp | 16.93%-26.7pp | 519.77%-529.6pp |
| Employer contribution / active EE | $2,699 | $5,666-52.4% | $4,023-32.9% | $4,779-43.5% |
| Participant deferral / active EE | $8,218 | $4,006+105.1% | $3,345+145.7% | $5,609+46.5% |
| Admin fee / account holder | $50 | $6,514-99.2% | $5,020-99.0% | $10,829-99.5% |