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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 | $71,348 | $111,785-36.2% | $93,669-23.8% | $145,877-51.1% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 7.25% | 203.79%-196.5pp | 133.59%-126.3pp | 551.28%-544.0pp |
| Employer contribution / active EE | $999 | $3,096-67.7% | $2,424-58.8% | $4,663-78.6% |
| Participant deferral / active EE | $3,561 | $4,919-27.6% | $4,416-19.4% | $6,691-46.8% |
| Admin fee / account holder | $21 | $10,256-99.8% | $8,291-99.7% | $13,402-99.8% |