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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 | $47,850 | $99,031-51.7% | $86,597-44.7% | $147,585-67.6% |
| Participation rate | 18.8% | 76.3%-57.6pp | 73.5%-54.8pp | 82.8%-64.1pp |
| Annual return | 5.15% | 1312.56%-1307.4pp | 964.96%-959.8pp | 578.57%-573.4pp |
| Employer contribution / active EE | $230 | $3,132-92.7% | $2,840-91.9% | $4,876-95.3% |
| Participant deferral / active EE | $762 | $3,972-80.8% | $3,609-78.9% | $5,439-86.0% |
| Admin fee / account holder | $12 | $5,711-99.8% | $4,906-99.8% | $10,885-99.9% |