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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 | $29,733-60.3% | $56,025-78.9% | $80,959-85.4% |
| Participation rate | 31.0% | 41.7%-10.8pp | 52.5%-21.6pp | 67.7%-36.7pp |
| Annual return | 10.23% | 35.28%-25.1pp | 1712.69%-1702.5pp | 35.67%-25.4pp |
| Employer contribution / active EE | $598 | $672-11.0% | $1,042-42.6% | $2,757-78.3% |
| Participant deferral / active EE | $1,556 | $1,229+26.6% | $1,955-20.4% | $4,300-63.8% |
| Admin fee / account holder | $209 | $2,434-91.4% | $2,828-92.6% | $6,925-97.0% |