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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 | $50,037 | $100,938-50.4% | $90,461-44.7% | $158,982-68.5% |
| Participation rate | 43.8% | 75.0%-31.3pp | 72.7%-28.9pp | 82.0%-38.2pp |
| Annual return | 2.83% | 1727.20%-1724.4pp | 1294.76%-1291.9pp | 302.99%-300.2pp |
| Employer contribution / active EE | $802 | $3,691-78.3% | $3,264-75.4% | $4,763-83.2% |
| Participant deferral / active EE | $2,151 | $4,350-50.5% | $3,964-45.7% | $5,983-64.0% |
| Admin fee / account holder | $29 | $6,510-99.6% | $5,617-99.5% | $11,252-99.7% |