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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 | $16,166 | $123,859-86.9% | $69,632-76.8% | $145,897-88.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 1.55% | 192.49%-190.9pp | 101.32%-99.8pp | 552.29%-550.7pp |
| Employer contribution / active EE | $7,374 | $2,673+175.8% | $1,708+331.6% | $4,663+58.2% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,889-100.0% | $6,689-100.0% |
| Admin fee / account holder | $64 | $7,817-99.2% | $4,695-98.6% | $13,390-99.5% |