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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 | $10,298 | $29,716-65.3% | $56,077-81.6% | $80,925-87.3% |
| Participation rate | 26.9% | 41.7%-14.8pp | 52.5%-25.6pp | 67.7%-40.7pp |
| Annual return | 10.40% | 35.30%-24.9pp | 1709.28%-1698.9pp | 35.65%-25.2pp |
| Employer contribution / active EE | $519 | $671-22.7% | $1,040-50.1% | $2,756-81.2% |
| Participant deferral / active EE | $614 | $1,228-50.0% | $1,954-68.6% | $4,299-85.7% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |