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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 | $16,610 | $95,188-82.5% | $76,518-78.3% | $135,380-87.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -11.66% | 4.85%-16.5pp | -0.27%-11.4pp | 519.81%-531.5pp |
| Employer contribution / active EE | $663 | $3,303-79.9% | $2,647-74.9% | $4,779-86.1% |
| Participant deferral / active EE | $3,428 | $4,640-26.1% | $3,836-10.6% | $5,609-38.9% |
| Admin fee / account holder | $5 | $6,249-99.9% | $4,849-99.9% | $10,828-100.0% |