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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 | $18,172 | $29,733-38.9% | $56,025-67.6% | $80,959-77.6% |
| Participation rate | 30.9% | 41.7%-10.9pp | 52.5%-21.6pp | 67.7%-36.8pp |
| Annual return | 8.72% | 35.28%-26.6pp | 1712.69%-1704.0pp | 35.67%-27.0pp |
| Employer contribution / active EE | $473 | $672-29.6% | $1,042-54.6% | $2,757-82.8% |
| Participant deferral / active EE | $1,076 | $1,229-12.4% | $1,955-44.9% | $4,300-75.0% |
| Admin fee / account holder | $294 | $2,434-87.9% | $2,828-89.6% | $6,925-95.8% |