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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 | $26,679 | $65,704-59.4% | $94,229-71.7% | $59,633-55.3% |
| Participation rate | 65.7% | 72.1%-6.4pp | 78.8%-13.1pp | 68.7%-3.0pp |
| Annual return | -8.68% | 5.22%-13.9pp | 10.68%-19.4pp | 2041.45%-2050.1pp |
| Employer contribution / active EE | $3,021 | $2,021+49.5% | $3,587-15.8% | $2,203+37.1% |
| Participant deferral / active EE | $5,820 | $3,143+85.2% | $4,320+34.7% | $3,192+82.4% |
| Admin fee / account holder | $5 | $4,265-99.9% | $6,269-99.9% | $4,297-99.9% |