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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 | $7,807 | $85,060-90.8% | $70,565-88.9% | $139,487-94.4% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 0.73% | 30.39%-29.7pp | 32.79%-32.1pp | 373.84%-373.1pp |
| Employer contribution / active EE | $2,048 | $3,912-47.6% | $2,976-31.2% | $4,755-56.9% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $32 | $8,932-99.6% | $6,430-99.5% | $11,407-99.7% |