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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 | $21,150 | $52,911-60.0% | $73,309-71.1% | $59,633-64.5% |
| Participation rate | 54.3% | 68.2%-13.9pp | 74.9%-20.6pp | 68.7%-14.3pp |
| Annual return | -3.43% | 12.20%-15.6pp | 5.67%-9.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,101 | $1,909-42.3% | $3,237-66.0% | $2,203-50.0% |
| Participant deferral / active EE | $2,308 | $4,069-43.3% | $4,991-53.8% | $3,192-27.7% |
| Admin fee / account holder | $127 | $3,835-96.7% | $5,635-97.8% | $4,297-97.1% |