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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 | $22,111 | $167,362-86.8% | $143,799-84.6% | $134,532-83.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -20.21% | 0.47%-20.7pp | -0.04%-20.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $3,262 | $5,620-42.0% | $4,952-34.1% | $4,741-31.2% |
| Participant deferral / active EE | $7,807 | $6,447+21.1% | $5,638+38.5% | $6,401+22.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |