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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 | $13,843 | $109,872-87.4% | $98,483-85.9% | $167,536-91.7% |
| Participation rate | 69.2% | 75.8%-6.6pp | 73.3%-4.1pp | 82.1%-12.9pp |
| Annual return | 6.24% | 1959.31%-1953.1pp | 1494.38%-1488.1pp | 478.82%-472.6pp |
| Employer contribution / active EE | $753 | $3,225-76.6% | $2,961-74.6% | $4,839-84.4% |
| Participant deferral / active EE | $1,296 | $4,673-72.3% | $4,276-69.7% | $6,342-79.6% |
| Admin fee / account holder | $205 | $6,757-97.0% | $5,953-96.6% | $12,315-98.3% |