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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 | $5,730 | $29,667-80.7% | $56,441-89.8% | $80,874-92.9% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.6%-39.6pp |
| Annual return | 7.88% | 35.22%-27.3pp | 1704.21%-1696.3pp | 35.62%-27.7pp |
| Employer contribution / active EE | $490 | $669-26.8% | $1,039-52.9% | $2,756-82.2% |
| Participant deferral / active EE | $886 | $1,227-27.8% | $1,953-54.6% | $4,297-79.4% |
| Admin fee / account holder | $35 | $2,429-98.6% | $2,829-98.8% | $6,935-99.5% |