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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 | $22,528 | $95,193-76.3% | $76,523-70.6% | $135,382-83.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -13.19% | 4.85%-18.0pp | -0.27%-12.9pp | 519.77%-533.0pp |
| Employer contribution / active EE | $1,605 | $3,302-51.4% | $2,647-39.4% | $4,779-66.4% |
| Participant deferral / active EE | $3,741 | $4,639-19.4% | $3,835-2.5% | $5,609-33.3% |
| Admin fee / account holder | $94 | $6,249-98.5% | $4,848-98.1% | $10,829-99.1% |