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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 | $87,159 | $72,273+20.6% | $101,275-13.9% | $79,856+9.1% |
| Participation rate | 48.1% | 68.5%-20.3pp | 75.8%-27.7pp | 69.6%-21.5pp |
| Annual return | 8.05% | 22.30%-14.2pp | 46.48%-38.4pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,204 | $2,691-55.3% | $3,660-67.1% | $2,471-51.3% |
| Participant deferral / active EE | $2,856 | $3,282-13.0% | $4,371-34.7% | $3,741-23.7% |
| Admin fee / account holder | $129 | $4,401-97.1% | $5,948-97.8% | $5,306-97.6% |