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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 | $3,819 | $29,733-87.2% | $56,025-93.2% | $80,959-95.3% |
| Participation rate | 69.2% | 41.7%+27.5pp | 52.5%+16.7pp | 67.7%+1.6pp |
| Annual return | 10.11% | 35.28%-25.2pp | 1712.69%-1702.6pp | 35.67%-25.6pp |
| Employer contribution / active EE | $675 | $672+0.5% | $1,042-35.2% | $2,757-75.5% |
| Participant deferral / active EE | $668 | $1,229-45.7% | $1,955-65.8% | $4,300-84.5% |
| Admin fee / account holder | $77 | $2,434-96.8% | $2,828-97.3% | $6,925-98.9% |