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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 | $111,847 | $181,896-38.5% | $156,551-28.6% | $273,972-59.2% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | -0.18% | 30.74%-30.9pp | 32.23%-32.4pp | 41.46%-41.6pp |
| Employer contribution / active EE | $2,057 | $6,248-67.1% | $5,501-62.6% | $4,869-57.7% |
| Participant deferral / active EE | $3,866 | $5,550-30.3% | $4,871-20.6% | $5,287-26.9% |
| Admin fee / account holder | $237 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |