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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 | $37,409 | $101,063-63.0% | $81,473-54.1% | $147,586-74.7% |
| Participation rate | 15.4% | 74.5%-59.1pp | 68.0%-52.6pp | 82.8%-67.4pp |
| Annual return | 0.77% | 32.41%-31.6pp | 38.78%-38.0pp | 578.59%-577.8pp |
| Employer contribution / active EE | $530 | $3,206-83.5% | $2,568-79.4% | $4,876-89.1% |
| Participant deferral / active EE | $612 | $4,242-85.6% | $3,537-82.7% | $5,439-88.7% |
| Admin fee / account holder | $211 | $5,812-96.4% | $4,561-95.4% | $10,886-98.1% |