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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 | $51,872 | $85,171-39.1% | $172,753-70.0% | $72,976-28.9% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 14.98% | 27.32%-12.3pp | 803.00%-788.0pp | 81.02%-66.0pp |
| Employer contribution / active EE | $748 | $3,324-77.5% | $5,144-85.4% | $2,440-69.3% |
| Participant deferral / active EE | $2,028 | $3,260-37.8% | $5,198-61.0% | $3,608-43.8% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |