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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 | $19,627 | $95,188-79.4% | $76,518-74.3% | $135,380-85.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -14.47% | 4.85%-19.3pp | -0.27%-14.2pp | 519.81%-534.3pp |
| Employer contribution / active EE | $1,112 | $3,303-66.3% | $2,647-58.0% | $4,779-76.7% |
| Participant deferral / active EE | $8,839 | $4,640+90.5% | $3,836+130.4% | $5,609+57.6% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,849-99.7% | $10,828-99.9% |