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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 | $45,020 | $104,694-57.0% | $85,709-47.5% | $167,536-73.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | -0.04% | 21.45%-21.5pp | 21.49%-21.5pp | 478.82%-478.9pp |
| Employer contribution / active EE | $12,324 | $3,337+269.2% | $2,619+370.6% | $4,839+154.7% |
| Participant deferral / active EE | $7,724 | $4,826+60.1% | $3,924+96.9% | $6,342+21.8% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |