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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 | $26,299 | $110,039-76.1% | $97,260-73.0% | $145,884-82.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 6.71% | 244.44%-237.7pp | 75.54%-68.8pp | 551.85%-545.1pp |
| Employer contribution / active EE | $639 | $3,074-79.2% | $2,721-76.5% | $4,662-86.3% |
| Participant deferral / active EE | $3,380 | $4,674-27.7% | $4,262-20.7% | $6,690-49.5% |
| Admin fee / account holder | $116 | $6,204-98.1% | $5,640-97.9% | $13,392-99.1% |