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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 | $14,613 | $29,319-50.2% | $52,425-72.1% | $82,448-82.3% |
| Participation rate | 18.9% | 46.9%-27.9pp | 55.6%-36.7pp | 68.1%-49.1pp |
| Annual return | 6.06% | 535.20%-529.1pp | 302.12%-296.1pp | 41.64%-35.6pp |
| Employer contribution / active EE | $389 | $586-33.7% | $914-57.4% | $2,551-84.7% |
| Participant deferral / active EE | $627 | $1,171-46.4% | $1,790-65.0% | $4,139-84.8% |
| Admin fee / account holder | $164 | $1,962-91.6% | $2,495-93.4% | $7,234-97.7% |