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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 | $66,148 | $102,393-35.4% | $147,041-55.0% | $80,911-18.2% |
| Participation rate | 40.9% | 75.9%-34.9pp | 82.2%-41.3pp | 67.6%-26.7pp |
| Annual return | 4.26% | 134.95%-130.7pp | 419.21%-414.9pp | 35.63%-31.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,115 | $6,647-53.1% | $8,071-61.4% | $4,297-27.5% |
| Admin fee / account holder | $135 | $7,943-98.3% | $13,006-99.0% | $6,935-98.1% |