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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 | $52,430 | $136,860-61.7% | $120,344-56.4% | $154,746-66.1% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | -10.06% | 21.38%-31.4pp | 20.30%-30.4pp | 172.34%-182.4pp |
| Employer contribution / active EE | $14,888 | $3,533+321.4% | $3,020+393.0% | $4,379+240.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |