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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 | $7,267 | $72,071-89.9% | $68,368-89.4% | $137,256-94.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 12.94% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $522 | $2,788-81.3% | $2,649-80.3% | $4,156-87.4% |
| Participant deferral / active EE | $658 | $4,410-85.1% | $4,123-84.0% | $6,407-89.7% |
| Admin fee / account holder | $257 | $5,336-95.2% | $5,150-95.0% | $12,270-97.9% |