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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 | $40,800 | $99,009-58.8% | $86,581-52.9% | $147,585-72.4% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 5.53% | 1312.70%-1307.2pp | 965.06%-959.5pp | 578.58%-573.1pp |
| Employer contribution / active EE | $1,774 | $3,132-43.4% | $2,840-37.5% | $4,876-63.6% |
| Participant deferral / active EE | $2,149 | $3,972-45.9% | $3,609-40.4% | $5,439-60.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |