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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 | $45,213 | $111,814-59.6% | $93,654-51.7% | $145,959-69.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 0.05% | 203.30%-203.2pp | 133.34%-133.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,413 | $3,092-54.3% | $2,421-41.6% | $4,661-69.7% |
| Participant deferral / active EE | $15,333 | $4,914+212.0% | $4,413+247.5% | $6,689+129.2% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |