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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 | $29,716-80.7% | $56,077-89.8% | $80,925-92.9% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.7%-39.7pp |
| Annual return | 7.88% | 35.30%-27.4pp | 1709.28%-1701.4pp | 35.65%-27.8pp |
| Employer contribution / active EE | $490 | $671-27.0% | $1,040-52.9% | $2,756-82.2% |
| Participant deferral / active EE | $886 | $1,228-27.9% | $1,954-54.7% | $4,299-79.4% |
| Admin fee / account holder | $35 | $2,432-98.6% | $2,825-98.8% | $6,940-99.5% |