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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 | $76,839 | $99,921-23.1% | $85,009-9.6% | $145,959-47.4% |
| Participation rate | 31.8% | 74.1%-42.3pp | 67.5%-35.7pp | 80.3%-48.5pp |
| Annual return | 7.31% | 83.89%-76.6pp | 66.47%-59.2pp | 561.95%-554.6pp |
| Employer contribution / active EE | $1,384 | $3,233-57.2% | $2,728-49.3% | $4,661-70.3% |
| Participant deferral / active EE | $2,625 | $5,293-50.4% | $4,522-41.9% | $6,689-60.8% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |