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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 | $24,796 | $103,008-75.9% | $90,304-72.5% | $152,897-83.8% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 6.36% | 95.22%-88.9pp | 78.13%-71.8pp | 345.43%-339.1pp |
| Employer contribution / active EE | $859 | $3,139-72.6% | $2,855-69.9% | $4,764-82.0% |
| Participant deferral / active EE | $859 | $4,281-79.9% | $3,885-77.9% | $5,851-85.3% |
| Admin fee / account holder | $261 | $6,175-95.8% | $5,354-95.1% | $11,599-97.8% |