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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 | $9,067 | $35,183-74.2% | $73,545-87.7% | $70,131-87.1% |
| Participation rate | 25.0% | 42.9%-17.9pp | 54.9%-29.9pp | 69.5%-44.5pp |
| Annual return | 10.90% | 26.90%-16.0pp | -15.16%+26.1pp | 73.14%-62.2pp |
| Employer contribution / active EE | $501 | $709-29.4% | $1,219-58.9% | $2,342-78.6% |
| Participant deferral / active EE | $705 | $1,220-42.2% | $1,806-61.0% | $3,332-78.8% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |