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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 | $21,869 | $167,353-86.9% | $143,797-84.8% | $134,545-83.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -21.52% | 0.48%-22.0pp | -0.04%-21.5pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,309 | $5,620-76.7% | $4,952-73.6% | $4,742-72.4% |
| Participant deferral / active EE | $4,288 | $6,447-33.5% | $5,638-23.9% | $6,401-33.0% |
| Admin fee / account holder | $19 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |