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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 | $50,801 | $39,036+30.1% | $80,784-37.1% | $85,851-40.8% |
| Participation rate | 16.1% | 41.6%-25.5pp | 54.2%-38.1pp | 69.3%-53.2pp |
| Annual return | 11.36% | 26.31%-14.9pp | 87.31%-75.9pp | 318.63%-307.3pp |
| Employer contribution / active EE | $450 | $722-37.8% | $1,160-61.3% | $2,565-82.5% |
| Participant deferral / active EE | $718 | $1,326-45.9% | $2,145-66.6% | $3,952-81.8% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |