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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 | $17,657 | $95,188-81.4% | $76,518-76.9% | $135,380-87.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -13.43% | 4.85%-18.3pp | -0.27%-13.2pp | 519.81%-533.2pp |
| Employer contribution / active EE | $1,882 | $3,303-43.0% | $2,647-28.9% | $4,779-60.6% |
| Participant deferral / active EE | $2,668 | $4,640-42.5% | $3,836-30.5% | $5,609-52.4% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,849-99.7% | $10,828-99.9% |