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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 | $14,663 | $48,284-69.6% | $67,524-78.3% | $80,911-81.9% |
| Participation rate | 56.8% | 66.4%-9.6pp | 72.9%-16.1pp | 67.6%-10.8pp |
| Annual return | 8.86% | 18.27%-9.4pp | 3519.41%-3510.5pp | 35.63%-26.8pp |
| Employer contribution / active EE | $883 | $2,021-56.3% | $2,734-67.7% | $2,756-68.0% |
| Participant deferral / active EE | $1,746 | $2,927-40.3% | $4,001-56.4% | $4,297-59.4% |
| Admin fee / account holder | $230 | $3,688-93.8% | $4,001-94.2% | $6,935-96.7% |