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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 | $100,139-73.0% | $85,187-68.3% | $145,884-81.5% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.77% | 84.15%-77.4pp | 66.67%-59.9pp | 551.85%-545.1pp |
| Employer contribution / active EE | $1,308 | $3,238-59.6% | $2,732-52.1% | $4,662-71.9% |
| Participant deferral / active EE | $3,325 | $5,296-37.2% | $4,525-26.5% | $6,690-50.3% |
| Admin fee / account holder | $92 | $7,262-98.7% | $6,162-98.5% | $13,392-99.3% |