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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 | $31,687 | $57,330-44.7% | $86,656-63.4% | $75,177-57.8% |
| Participation rate | 42.9% | 63.2%-20.3pp | 71.7%-28.8pp | 67.2%-24.3pp |
| Annual return | 12.71% | 2675.40%-2662.7pp | 593.09%-580.4pp | 160.75%-148.0pp |
| Employer contribution / active EE | $1,637 | $2,316-29.3% | $3,025-45.9% | $2,671-38.7% |
| Participant deferral / active EE | $2,548 | $3,320-23.3% | $4,439-42.6% | $4,126-38.3% |
| Admin fee / account holder | $237 | $4,115-94.2% | $5,619-95.8% | $5,651-95.8% |