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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 | $89,837 | $125,190-28.2% | $105,624-14.9% | $145,897-38.4% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 7.70% | 225.22%-217.5pp | 116.20%-108.5pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,213 | $3,720-67.4% | $3,168-61.7% | $4,663-74.0% |
| Participant deferral / active EE | $2,643 | $5,716-53.8% | $5,013-47.3% | $6,689-60.5% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |