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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 | $27,037 | $100,073-73.0% | $85,126-68.2% | $145,877-81.5% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.77% | 84.11%-77.3pp | 66.63%-59.9pp | 551.28%-544.5pp |
| Employer contribution / active EE | $1,308 | $3,236-59.6% | $2,731-52.1% | $4,663-71.9% |
| Participant deferral / active EE | $3,325 | $5,294-37.2% | $4,523-26.5% | $6,691-50.3% |
| Admin fee / account holder | $92 | $7,261-98.7% | $6,160-98.5% | $13,402-99.3% |