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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 | $9,515 | $29,736-68.0% | $56,033-83.0% | $80,935-88.2% |
| Participation rate | 60.5% | 41.7%+18.8pp | 52.5%+8.0pp | 67.7%-7.2pp |
| Annual return | 9.67% | 35.28%-25.6pp | 1711.38%-1701.7pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,062 | $671+58.1% | $1,041+2.0% | $2,757-61.5% |
| Participant deferral / active EE | $2,519 | $1,228+105.1% | $1,954+28.9% | $4,299-41.4% |
| Admin fee / account holder | $54 | $2,434-97.8% | $2,827-98.1% | $6,924-99.2% |