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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 | $31,279 | $127,387-75.4% | $115,038-72.8% | $125,389-75.1% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -7.62% | 31.28%-38.9pp | 26.14%-33.8pp | 282.24%-289.9pp |
| Employer contribution / active EE | $1,617 | $5,166-68.7% | $4,608-64.9% | $4,866-66.8% |
| Participant deferral / active EE | $9,000 | $6,423+40.1% | $6,026+49.3% | $5,352+68.2% |
| Admin fee / account holder | $82 | $9,516-99.1% | $8,175-99.0% | $9,541-99.1% |