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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 | $73,145 | $27,924+161.9% | $58,544+24.9% | $75,181-2.7% |
| Participation rate | 22.6% | 38.8%-16.3pp | 50.9%-28.3pp | 67.2%-44.6pp |
| Annual return | 6.45% | 44.20%-37.8pp | 4249.56%-4243.1pp | 160.69%-154.2pp |
| Employer contribution / active EE | $324 | $669-51.5% | $1,053-69.2% | $2,671-87.9% |
| Participant deferral / active EE | $499 | $1,202-58.5% | $1,923-74.1% | $4,126-87.9% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,520-100.0% | $5,650-100.0% |