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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 | $26,678 | $157,276-83.0% | $141,177-81.1% | $152,885-82.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 13.38% | 64.33%-51.0pp | 71.40%-58.0pp | 345.39%-332.0pp |
| Employer contribution / active EE | $1,622 | $5,262-69.2% | $4,736-65.7% | $4,763-65.9% |
| Participant deferral / active EE | $3,825 | $7,110-46.2% | $6,710-43.0% | $5,851-34.6% |
| Admin fee / account holder | $211 | $12,123-98.3% | $10,263-97.9% | $11,598-98.2% |