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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 | $15,538 | $95,188-83.7% | $76,518-79.7% | $135,380-88.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -20.14% | 4.85%-25.0pp | -0.27%-19.9pp | 519.81%-539.9pp |
| Employer contribution / active EE | $1,497 | $3,303-54.7% | $2,647-43.4% | $4,779-68.7% |
| Participant deferral / active EE | $1,766 | $4,640-61.9% | $3,836-54.0% | $5,609-68.5% |
| Admin fee / account holder | $18 | $6,249-99.7% | $4,849-99.6% | $10,828-99.8% |