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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 | $22,342 | $103,008-78.3% | $90,304-75.3% | $152,897-85.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 5.29% | 95.22%-89.9pp | 78.13%-72.8pp | 345.43%-340.1pp |
| Employer contribution / active EE | $1,085 | $3,139-65.5% | $2,855-62.0% | $4,764-77.2% |
| Participant deferral / active EE | $1,471 | $4,281-65.6% | $3,885-62.1% | $5,851-74.9% |
| Admin fee / account holder | $44 | $6,175-99.3% | $5,354-99.2% | $11,599-99.6% |