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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 | $2,358 | $76,519-96.9% | $56,025-95.8% | $145,897-98.4% |
| Participation rate | 61.9% | 63.2%-1.3pp | 52.5%+9.4pp | 80.3%-18.4pp |
| Annual return | 0.94% | 3017.03%-3016.1pp | 1712.69%-1711.8pp | 552.29%-551.4pp |
| Employer contribution / active EE | $122 | $1,383-91.1% | $1,042-88.2% | $4,663-97.4% |
| Participant deferral / active EE | $784 | $2,624-70.1% | $1,955-59.9% | $6,689-88.3% |
| Admin fee / account holder | $181 | $3,331-94.6% | $2,828-93.6% | $13,390-98.6% |