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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 | $123,750-86.9% | $69,611-76.8% | $145,877-88.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 1.55% | 192.03%-190.5pp | 101.14%-99.6pp | 551.28%-549.7pp |
| Employer contribution / active EE | $7,374 | $2,672+176.0% | $1,709+331.6% | $4,663+58.1% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $64 | $7,817-99.2% | $4,696-98.6% | $13,402-99.5% |