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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 | $29,670-65.3% | $56,054-81.6% | $80,911-87.3% |
| Participation rate | 26.9% | 41.7%-14.7pp | 52.5%-25.6pp | 67.6%-40.7pp |
| Annual return | 10.40% | 35.24%-24.8pp | 1705.95%-1695.5pp | 35.63%-25.2pp |
| Employer contribution / active EE | $519 | $670-22.5% | $1,039-50.1% | $2,756-81.2% |
| Participant deferral / active EE | $614 | $1,227-49.9% | $1,952-68.5% | $4,297-85.7% |
| Admin fee / account holder | $0 | $2,431-100.0% | $2,822-100.0% | $6,935-100.0% |