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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 | $16,329 | $29,716-45.1% | $56,077-70.9% | $80,925-79.8% |
| Participation rate | 22.4% | 41.7%-19.3pp | 52.5%-30.1pp | 67.7%-45.2pp |
| Annual return | 1.10% | 35.30%-34.2pp | 1709.28%-1708.2pp | 35.65%-34.5pp |
| Employer contribution / active EE | $127 | $671-81.0% | $1,040-87.8% | $2,756-95.4% |
| Participant deferral / active EE | $476 | $1,228-61.2% | $1,954-75.6% | $4,299-88.9% |
| Admin fee / account holder | $74 | $2,432-97.0% | $2,825-97.4% | $6,940-98.9% |