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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 | $27,516 | $29,319-6.2% | $52,425-47.5% | $82,448-66.6% |
| Participation rate | 9.7% | 46.9%-37.2pp | 55.6%-45.9pp | 68.1%-58.4pp |
| Annual return | 12.04% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.6pp |
| Employer contribution / active EE | $301 | $586-48.7% | $914-67.1% | $2,551-88.2% |
| Participant deferral / active EE | $376 | $1,171-67.9% | $1,790-79.0% | $4,139-90.9% |
| Admin fee / account holder | $9 | $1,962-99.5% | $2,495-99.6% | $7,234-99.9% |