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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 | $21,242 | $100,911-79.0% | $90,440-76.5% | $158,966-86.6% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 5.30% | 1726.62%-1721.3pp | 1294.38%-1289.1pp | 302.95%-297.6pp |
| Employer contribution / active EE | $620 | $3,690-83.2% | $3,263-81.0% | $4,762-87.0% |
| Participant deferral / active EE | $1,109 | $4,348-74.5% | $3,964-72.0% | $5,983-81.5% |
| Admin fee / account holder | $51 | $6,507-99.2% | $5,615-99.1% | $11,250-99.5% |