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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 | $16,740 | $29,716-43.7% | $56,077-70.1% | $80,925-79.3% |
| Participation rate | 48.1% | 41.7%+6.5pp | 52.5%-4.4pp | 67.7%-19.5pp |
| Annual return | 9.73% | 35.30%-25.6pp | 1709.28%-1699.5pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,190 | $671+77.4% | $1,040+14.4% | $2,756-56.8% |
| Participant deferral / active EE | $2,294 | $1,228+86.7% | $1,954+17.4% | $4,299-46.6% |
| Admin fee / account holder | $151 | $2,432-93.8% | $2,825-94.7% | $6,940-97.8% |