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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 | $26,467 | $104,694-74.7% | $85,709-69.1% | $167,536-84.2% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | -10.43% | 21.45%-31.9pp | 21.49%-31.9pp | 478.82%-489.2pp |
| Employer contribution / active EE | $1,651 | $3,337-50.5% | $2,619-36.9% | $4,839-65.9% |
| Participant deferral / active EE | $6,169 | $4,826+27.8% | $3,924+57.2% | $6,342-2.7% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |