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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 | $17,071 | $96,678-82.3% | $86,640-80.3% | $139,466-87.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 6.42% | 106.69%-100.3pp | 592.52%-586.1pp | 373.66%-367.2pp |
| Employer contribution / active EE | $900 | $3,265-72.4% | $3,024-70.2% | $4,754-81.1% |
| Participant deferral / active EE | $1,200 | $4,837-75.2% | $4,438-73.0% | $6,712-82.1% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |