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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 | $19,828 | $29,733-33.3% | $56,025-64.6% | $80,959-75.5% |
| Participation rate | 37.1% | 41.7%-4.6pp | 52.5%-15.4pp | 67.7%-30.5pp |
| Annual return | 9.54% | 35.28%-25.7pp | 1712.69%-1703.2pp | 35.67%-26.1pp |
| Employer contribution / active EE | $435 | $672-35.2% | $1,042-58.2% | $2,757-84.2% |
| Participant deferral / active EE | $3,256 | $1,229+164.8% | $1,955+66.6% | $4,300-24.3% |
| Admin fee / account holder | $6 | $2,434-99.7% | $2,828-99.8% | $6,925-99.9% |