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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 | $13,305 | $58,311-77.2% | $81,882-83.8% | $80,959-83.6% |
| Participation rate | 58.6% | 63.5%-4.9pp | 72.4%-13.8pp | 67.7%-9.0pp |
| Annual return | 10.14% | 41.85%-31.7pp | 779.47%-769.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $696 | $2,347-70.3% | $2,916-76.1% | $2,757-74.7% |
| Participant deferral / active EE | $1,448 | $3,287-56.0% | $4,323-66.5% | $4,300-66.3% |
| Admin fee / account holder | $97 | $4,752-98.0% | $7,360-98.7% | $6,925-98.6% |