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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 | $64,061 | $111,814-42.7% | $103,378-38.0% | $145,978-56.1% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 7.83% | 24.80%-17.0pp | 24.91%-17.1pp | 550.52%-542.7pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,282 | $5,618-59.4% | $5,058-54.9% | $6,690-65.9% |
| Admin fee / account holder | $284 | $9,764-97.1% | $8,401-96.6% | $13,400-97.9% |