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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 | $43,530 | $100,911-56.9% | $90,440-51.9% | $158,966-72.6% |
| Participation rate | 29.4% | 75.0%-45.6pp | 72.7%-43.3pp | 82.0%-52.6pp |
| Annual return | 5.59% | 1726.62%-1721.0pp | 1294.38%-1288.8pp | 302.95%-297.4pp |
| Employer contribution / active EE | $531 | $3,690-85.6% | $3,263-83.7% | $4,762-88.9% |
| Participant deferral / active EE | $814 | $4,348-81.3% | $3,964-79.5% | $5,983-86.4% |
| Admin fee / account holder | $275 | $6,507-95.8% | $5,615-95.1% | $11,250-97.6% |