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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 | $111,878-59.6% | $93,727-51.8% | $145,897-69.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 0.05% | 204.28%-204.2pp | 133.83%-133.8pp | 552.29%-552.2pp |
| Employer contribution / active EE | $1,413 | $3,092-54.3% | $2,421-41.6% | $4,663-69.7% |
| Participant deferral / active EE | $15,333 | $4,920+211.6% | $4,417+247.1% | $6,689+129.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |