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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 | $26,802 | $183,592-85.4% | $155,574-82.8% | $145,877-81.6% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | -1.37% | 61.37%-62.7pp | 64.87%-66.2pp | 551.28%-552.7pp |
| Employer contribution / active EE | $2,175 | $5,317-59.1% | $4,676-53.5% | $4,663-53.4% |
| Participant deferral / active EE | $2,091 | $6,466-67.7% | $5,629-62.9% | $6,691-68.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |