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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 | $28,624-3.9% | $53,647-48.7% | $82,637-66.7% |
| Participation rate | 9.7% | 47.3%-37.6pp | 56.3%-46.6pp | 68.1%-58.4pp |
| Annual return | 12.04% | 664.98%-652.9pp | 358.33%-346.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $301 | $637-52.8% | $962-68.7% | $2,552-88.2% |
| Participant deferral / active EE | $376 | $1,196-68.6% | $1,813-79.3% | $4,126-90.9% |
| Admin fee / account holder | $9 | $2,022-99.6% | $2,460-99.6% | $7,339-99.9% |