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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 | $23,256 | $27,936-16.8% | $58,561-60.3% | $75,173-69.1% |
| Participation rate | 43.3% | 38.8%+4.5pp | 50.9%-7.5pp | 67.2%-23.9pp |
| Annual return | 14.06% | 44.21%-30.2pp | 4251.33%-4237.3pp | 160.72%-146.7pp |
| Employer contribution / active EE | $771 | $670+15.1% | $1,053-26.8% | $2,671-71.1% |
| Participant deferral / active EE | $2,187 | $1,202+81.9% | $1,923+13.7% | $4,126-47.0% |
| Admin fee / account holder | $270 | $1,727-84.3% | $2,520-89.3% | $5,651-95.2% |