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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 | $52,377 | $48,570+7.8% | $130,660-59.9% | $72,976-28.2% |
| Participation rate | 24.5% | 58.6%-34.1pp | 71.7%-47.3pp | 69.5%-45.0pp |
| Annual return | 5.37% | 38.63%-33.3pp | 1709.29%-1703.9pp | 81.02%-75.6pp |
| Employer contribution / active EE | $353 | $1,334-73.5% | $4,092-91.4% | $2,440-85.5% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $298 | $3,549-91.6% | $5,463-94.6% | $5,124-94.2% |