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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 | $33,442 | $97,020-65.5% | $83,322-59.9% | $135,379-75.3% |
| Participation rate | 22.2% | 80.4%-58.2pp | 77.8%-55.5pp | 82.6%-60.4pp |
| Annual return | -11.53% | 12.31%-23.8pp | 10.64%-22.2pp | 519.79%-531.3pp |
| Employer contribution / active EE | $567 | $4,144-86.3% | $3,379-83.2% | $4,779-88.1% |
| Participant deferral / active EE | $2,223 | $5,964-62.7% | $5,565-60.1% | $5,609-60.4% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |