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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 | $27,973 | $87,542-68.0% | $75,782-63.1% | $125,393-77.7% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -6.22% | 13.48%-19.7pp | 9.68%-15.9pp | 282.23%-288.5pp |
| Employer contribution / active EE | $10,834 | $3,930+175.7% | $3,323+226.0% | $4,866+122.6% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $88 | $6,502-98.6% | $5,300-98.3% | $9,541-99.1% |