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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 | $13,259 | $81,763-83.8% | $58,561-77.4% | $139,466-90.5% |
| Participation rate | 15.4% | 61.3%-46.0pp | 50.9%-35.5pp | 80.3%-64.9pp |
| Annual return | 0.96% | 7427.77%-7426.8pp | 4251.33%-4250.4pp | 373.66%-372.7pp |
| Employer contribution / active EE | $152 | $1,398-89.1% | $1,053-85.5% | $4,754-96.8% |
| Participant deferral / active EE | $381 | $2,555-85.1% | $1,923-80.2% | $6,712-94.3% |
| Admin fee / account holder | $5 | $3,273-99.8% | $2,520-99.8% | $11,409-100.0% |