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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 | $16,983 | $29,736-42.9% | $56,033-69.7% | $80,935-79.0% |
| Participation rate | 8.2% | 41.7%-33.5pp | 52.5%-44.3pp | 67.7%-59.4pp |
| Annual return | 2.01% | 35.28%-33.3pp | 1711.38%-1709.4pp | 35.66%-33.7pp |
| Employer contribution / active EE | $119 | $671-82.3% | $1,041-88.6% | $2,757-95.7% |
| Participant deferral / active EE | $462 | $1,228-62.4% | $1,954-76.3% | $4,299-89.2% |
| Admin fee / account holder | $71 | $2,434-97.1% | $2,827-97.5% | $6,924-99.0% |