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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 | $58,497 | $105,200-44.4% | $159,474-63.3% | $85,847-31.9% |
| Participation rate | 56.5% | 75.8%-19.3pp | 82.8%-26.3pp | 69.3%-12.8pp |
| Annual return | 9.78% | 45.08%-35.3pp | 263.68%-253.9pp | 318.61%-308.8pp |
| Employer contribution / active EE | $1,936 | $3,319-41.7% | $4,831-59.9% | $2,565-24.5% |
| Participant deferral / active EE | $3,770 | $5,946-36.6% | $7,353-48.7% | $3,952-4.6% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |