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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 | $29,670-42.8% | $56,054-69.7% | $80,911-79.0% |
| Participation rate | 8.2% | 41.7%-33.4pp | 52.5%-44.3pp | 67.6%-59.4pp |
| Annual return | 2.01% | 35.24%-33.2pp | 1705.95%-1703.9pp | 35.63%-33.6pp |
| Employer contribution / active EE | $119 | $670-82.2% | $1,039-88.6% | $2,756-95.7% |
| Participant deferral / active EE | $462 | $1,227-62.3% | $1,952-76.3% | $4,297-89.2% |
| Admin fee / account holder | $71 | $2,431-97.1% | $2,822-97.5% | $6,935-99.0% |