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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 | $26,882 | $65,712-59.1% | $57,196-53.0% | $273,972-90.2% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | -1.12% | 22.01%-23.1pp | 14.59%-15.7pp | 41.46%-42.6pp |
| Employer contribution / active EE | $1,156 | $3,280-64.7% | $2,683-56.9% | $4,869-76.3% |
| Participant deferral / active EE | $2,768 | $3,782-26.8% | $3,096-10.6% | $5,287-47.6% |
| Admin fee / account holder | $17 | $4,838-99.6% | $3,141-99.5% | $10,133-99.8% |