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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 | $167,415-68.7% | $140,514-62.7% | $198,609-73.6% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | -10.06% | 13.85%-23.9pp | 14.36%-24.4pp | 202.70%-212.8pp |
| Employer contribution / active EE | $14,888 | $4,088+264.2% | $3,378+340.7% | $5,055+194.5% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |