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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 | $41,857 | $140,578-70.2% | $100,671-58.4% | $125,388-66.6% |
| Participation rate | 42.9% | 80.4%-37.5pp | 70.7%-27.9pp | 83.2%-40.3pp |
| Annual return | -3.90% | 24.67%-28.6pp | 20.43%-24.3pp | 282.24%-286.1pp |
| Employer contribution / active EE | $491 | $5,965-91.8% | $4,012-87.8% | $4,866-89.9% |
| Participant deferral / active EE | $1,117 | $3,981-71.9% | $3,144-64.5% | $5,352-79.1% |
| Admin fee / account holder | $111 | $6,716-98.4% | $4,850-97.7% | $9,541-98.8% |