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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 | $87,653 | $100,194-12.5% | $122,979-28.7% | $86,983+0.8% |
| Participation rate | 55.2% | 73.0%-17.8pp | 77.2%-22.0pp | 69.5%-14.4pp |
| Annual return | 8.56% | 16.47%-7.9pp | 20.12%-11.6pp | 25.83%-17.3pp |
| Employer contribution / active EE | $1,987 | $2,326-14.6% | $3,062-35.1% | $2,584-23.1% |
| Participant deferral / active EE | $4,175 | $4,133+1.0% | $5,003-16.5% | $4,194-0.4% |
| Admin fee / account holder | $278 | $10,148-97.3% | $12,864-97.8% | $7,856-96.5% |