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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 | $20,959 | $72,071-70.9% | $68,368-69.3% | $137,256-84.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 13.17% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $676 | $2,788-75.8% | $2,649-74.5% | $4,156-83.7% |
| Participant deferral / active EE | $676 | $4,410-84.7% | $4,123-83.6% | $6,407-89.5% |
| Admin fee / account holder | $108 | $5,336-98.0% | $5,150-97.9% | $12,270-99.1% |