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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 | $20,894 | $65,712-68.2% | $57,196-63.5% | $273,972-92.4% |
| Participation rate | 68.4% | 78.3%-9.9pp | 75.3%-6.9pp | 83.0%-14.6pp |
| Annual return | -0.21% | 22.01%-22.2pp | 14.59%-14.8pp | 41.46%-41.7pp |
| Employer contribution / active EE | $937 | $3,280-71.4% | $2,683-65.1% | $4,869-80.7% |
| Participant deferral / active EE | $2,083 | $3,782-44.9% | $3,096-32.7% | $5,287-60.6% |
| Admin fee / account holder | $16 | $4,838-99.7% | $3,141-99.5% | $10,133-99.8% |