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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 | $10,709 | $103,000-89.6% | $90,300-88.1% | $152,885-93.0% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 6.72% | 95.19%-88.5pp | 78.11%-71.4pp | 345.39%-338.7pp |
| Employer contribution / active EE | $695 | $3,138-77.9% | $2,854-75.7% | $4,763-85.4% |
| Participant deferral / active EE | $1,118 | $4,281-73.9% | $3,884-71.2% | $5,851-80.9% |
| Admin fee / account holder | $161 | $6,173-97.4% | $5,353-97.0% | $11,598-98.6% |