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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 | $41,739 | $70,366-40.7% | $66,674-37.4% | $138,895-69.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 1.48% | 386.41%-384.9pp | 321.24%-319.8pp | 145.39%-143.9pp |
| Employer contribution / active EE | $541 | $2,765-80.4% | $2,620-79.3% | $4,194-87.1% |
| Participant deferral / active EE | $648 | $4,374-85.2% | $4,084-84.1% | $6,396-89.9% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |