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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 | $9,613 | $49,024-80.4% | $112,860-91.5% | $87,485-89.0% |
| Participation rate | 16.5% | 62.2%-45.7pp | 66.3%-49.9pp | 68.9%-52.5pp |
| Annual return | 11.61% | 43.86%-32.3pp | 35.26%-23.6pp | 26.06%-14.5pp |
| Employer contribution / active EE | $319 | $1,290-75.2% | $2,206-85.5% | $2,596-87.7% |
| Participant deferral / active EE | $842 | $2,209-61.9% | $3,493-75.9% | $4,274-80.3% |
| Admin fee / account holder | $74 | $6,266-98.8% | $6,841-98.9% | $7,775-99.0% |