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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 | $95,932 | $29,716+222.8% | $56,077+71.1% | $80,925+18.5% |
| Participation rate | 17.5% | 41.7%-24.2pp | 52.5%-35.0pp | 67.7%-50.2pp |
| Annual return | 10.00% | 35.30%-25.3pp | 1709.28%-1699.3pp | 35.65%-25.6pp |
| Employer contribution / active EE | $277 | $671-58.7% | $1,040-73.3% | $2,756-89.9% |
| Participant deferral / active EE | $1,614 | $1,228+31.4% | $1,954-17.4% | $4,299-62.4% |
| Admin fee / account holder | $56 | $2,432-97.7% | $2,825-98.0% | $6,940-99.2% |