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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 | $27,936-57.6% | $58,561-79.8% | $75,173-84.2% |
| Participation rate | 34.8% | 38.8%-4.0pp | 50.9%-16.0pp | 67.2%-32.4pp |
| Annual return | 12.09% | 44.21%-32.1pp | 4251.33%-4239.2pp | 160.72%-148.6pp |
| Employer contribution / active EE | $174 | $670-74.0% | $1,053-83.5% | $2,671-93.5% |
| Participant deferral / active EE | $1,336 | $1,202+11.1% | $1,923-30.5% | $4,126-67.6% |
| Admin fee / account holder | $203 | $1,727-88.3% | $2,520-92.0% | $5,651-96.4% |