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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 | $15,875 | $27,924-43.1% | $58,544-72.9% | $75,181-78.9% |
| Participation rate | 27.3% | 38.8%-11.6pp | 50.9%-23.6pp | 67.2%-39.9pp |
| Annual return | 12.30% | 44.20%-31.9pp | 4249.56%-4237.3pp | 160.69%-148.4pp |
| Employer contribution / active EE | $527 | $669-21.2% | $1,053-49.9% | $2,671-80.3% |
| Participant deferral / active EE | $1,753 | $1,202+45.9% | $1,923-8.8% | $4,126-57.5% |
| Admin fee / account holder | $170 | $1,726-90.2% | $2,520-93.3% | $5,650-97.0% |