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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 | $30,887 | $34,316-10.0% | $74,723-58.7% | $72,976-57.7% |
| Participation rate | 19.5% | 42.4%-22.9pp | 54.5%-34.9pp | 69.5%-50.0pp |
| Annual return | 2.05% | 26.58%-24.5pp | 753.18%-751.1pp | 81.02%-79.0pp |
| Employer contribution / active EE | $231 | $692-66.6% | $1,084-78.7% | $2,440-90.5% |
| Participant deferral / active EE | $1,815 | $1,272+42.7% | $1,962-7.5% | $3,608-49.7% |
| Admin fee / account holder | $18 | $2,125-99.1% | $3,335-99.5% | $5,124-99.6% |