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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 | $25,043 | $158,852-84.2% | $121,220-79.3% | $135,379-81.5% |
| Participation rate | 16.7% | 79.3%-62.6pp | 71.8%-55.1pp | 82.6%-66.0pp |
| Annual return | -10.13% | -0.64%-9.5pp | 16.94%-27.1pp | 519.79%-529.9pp |
| Employer contribution / active EE | $251 | $5,666-95.6% | $4,023-93.8% | $4,779-94.7% |
| Participant deferral / active EE | $680 | $4,006-83.0% | $3,345-79.7% | $5,609-87.9% |
| Admin fee / account holder | $20 | $6,515-99.7% | $5,021-99.6% | $10,828-99.8% |