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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 | $78,674 | $223,823-64.9% | $211,142-62.7% | $154,746-49.2% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 9.22% | 50.39%-41.2pp | 46.84%-37.6pp | 172.34%-163.1pp |
| Employer contribution / active EE | $2,003 | $6,787-70.5% | $6,442-68.9% | $4,379-54.3% |
| Participant deferral / active EE | $5,367 | $9,750-45.0% | $9,284-42.2% | $6,730-20.3% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |