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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 | $29,733-80.7% | $56,025-89.8% | $80,959-92.9% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.7%-39.7pp |
| Annual return | 7.88% | 35.28%-27.4pp | 1712.69%-1704.8pp | 35.67%-27.8pp |
| Employer contribution / active EE | $490 | $672-27.1% | $1,042-53.0% | $2,757-82.2% |
| Participant deferral / active EE | $886 | $1,229-28.0% | $1,955-54.7% | $4,300-79.4% |
| Admin fee / account holder | $35 | $2,434-98.6% | $2,828-98.8% | $6,925-99.5% |