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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 | $59,586 | $45,152+32.0% | $73,836-19.3% | $59,633-0.1% |
| Participation rate | 15.5% | 64.0%-48.5pp | 73.4%-57.9pp | 68.7%-53.2pp |
| Annual return | -3.93% | 27.40%-31.3pp | 2268.06%-2272.0pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $597 | $1,901-68.6% | $2,787-78.6% | $2,203-72.9% |
| Participant deferral / active EE | $1,580 | $2,573-38.6% | $3,583-55.9% | $3,192-50.5% |
| Admin fee / account holder | $262 | $3,515-92.6% | $4,882-94.6% | $4,297-93.9% |