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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 | $11,818 | $29,716-60.2% | $56,077-78.9% | $80,925-85.4% |
| Participation rate | 31.0% | 41.7%-10.7pp | 52.5%-21.5pp | 67.7%-36.7pp |
| Annual return | 10.23% | 35.30%-25.1pp | 1709.28%-1699.0pp | 35.65%-25.4pp |
| Employer contribution / active EE | $598 | $671-10.9% | $1,040-42.5% | $2,756-78.3% |
| Participant deferral / active EE | $1,556 | $1,228+26.7% | $1,954-20.4% | $4,299-63.8% |
| Admin fee / account holder | $209 | $2,432-91.4% | $2,825-92.6% | $6,940-97.0% |