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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 | $13,091 | $72,071-81.8% | $68,368-80.9% | $137,256-90.5% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.0%-33.8pp |
| Annual return | 10.17% | 353.14%-343.0pp | 292.57%-282.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $748 | $2,788-73.2% | $2,649-71.8% | $4,156-82.0% |
| Participant deferral / active EE | $889 | $4,410-79.8% | $4,123-78.4% | $6,407-86.1% |
| Admin fee / account holder | $9 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |