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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 | $67,229 | $232,540-71.1% | $185,117-63.7% | $147,586-54.4% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 4.71% | 43.03%-38.3pp | 40.50%-35.8pp | 578.59%-573.9pp |
| Employer contribution / active EE | $933 | $5,195-82.0% | $4,182-77.7% | $4,876-80.9% |
| Participant deferral / active EE | $1,167 | $5,834-80.0% | $5,045-76.9% | $5,439-78.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |