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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 | $10,557 | $27,943-62.2% | $58,507-82.0% | $75,177-86.0% |
| Participation rate | 61.5% | 38.8%+22.7pp | 50.9%+10.7pp | 67.2%-5.7pp |
| Annual return | 10.25% | 44.22%-34.0pp | 4252.32%-4242.1pp | 160.75%-150.5pp |
| Employer contribution / active EE | $2,688 | $670+301.3% | $1,053+155.2% | $2,671+0.6% |
| Participant deferral / active EE | $2,308 | $1,202+92.0% | $1,922+20.0% | $4,126-44.1% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |