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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 | $11,858 | $27,924-57.5% | $58,544-79.7% | $75,181-84.2% |
| Participation rate | 34.8% | 38.8%-4.0pp | 50.9%-16.0pp | 67.2%-32.3pp |
| Annual return | 12.09% | 44.20%-32.1pp | 4249.56%-4237.5pp | 160.69%-148.6pp |
| Employer contribution / active EE | $174 | $669-74.0% | $1,053-83.5% | $2,671-93.5% |
| Participant deferral / active EE | $1,336 | $1,202+11.2% | $1,923-30.5% | $4,126-67.6% |
| Admin fee / account holder | $203 | $1,726-88.2% | $2,520-91.9% | $5,650-96.4% |