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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 | $109,217 | $158,852-31.2% | $121,220-9.9% | $135,380-19.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -11.76% | -0.64%-11.1pp | 16.94%-28.7pp | 519.81%-531.6pp |
| Employer contribution / active EE | $426 | $5,666-92.5% | $4,023-89.4% | $4,779-91.1% |
| Participant deferral / active EE | $9,250 | $4,006+130.9% | $3,345+176.5% | $5,609+64.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |