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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 | $20,336 | $91,911-77.9% | $68,612-70.4% | $135,380-85.0% |
| Participation rate | 61.5% | 76.7%-15.2pp | 72.2%-10.7pp | 82.6%-21.1pp |
| Annual return | -10.13% | -8.22%-1.9pp | -4.63%-5.5pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,375 | $3,924-64.9% | $2,625-47.6% | $4,779-71.2% |
| Participant deferral / active EE | $4,078 | $4,315-5.5% | $3,311+23.2% | $5,609-27.3% |
| Admin fee / account holder | $15 | $9,240-99.8% | $5,131-99.7% | $10,828-99.9% |