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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 | $18,624 | $96,678-80.7% | $86,640-78.5% | $139,466-86.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 0.97% | 106.69%-105.7pp | 592.52%-591.6pp | 373.66%-372.7pp |
| Employer contribution / active EE | $7,622 | $3,265+133.4% | $3,024+152.0% | $4,754+60.3% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $101 | $6,410-98.4% | $5,616-98.2% | $11,409-99.1% |