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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 | $244,289 | $165,399+47.7% | $149,745+63.1% | $158,982+53.7% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 1.20% | 348.34%-347.1pp | 276.72%-275.5pp | 302.99%-301.8pp |
| Employer contribution / active EE | $2,874 | $5,105-43.7% | $4,646-38.1% | $4,763-39.7% |
| Participant deferral / active EE | $17,875 | $7,183+148.9% | $6,843+161.2% | $5,983+198.7% |
| Admin fee / account holder | $270 | $10,811-97.5% | $9,312-97.1% | $11,252-97.6% |