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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 | $29,733-65.4% | $56,025-81.6% | $80,959-87.3% |
| Participation rate | 26.9% | 41.7%-14.8pp | 52.5%-25.6pp | 67.7%-40.7pp |
| Annual return | 10.40% | 35.28%-24.9pp | 1712.69%-1702.3pp | 35.67%-25.3pp |
| Employer contribution / active EE | $519 | $672-22.8% | $1,042-50.2% | $2,757-81.2% |
| Participant deferral / active EE | $614 | $1,229-50.0% | $1,955-68.6% | $4,300-85.7% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |