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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 | $34,014 | $54,541-37.6% | $78,778-56.8% | $70,124-51.5% |
| Participation rate | 25.7% | 60.8%-35.1pp | 69.2%-43.5pp | 69.5%-43.8pp |
| Annual return | 7.06% | 21.07%-14.0pp | 35.62%-28.6pp | 73.14%-66.1pp |
| Employer contribution / active EE | $1,276 | $1,089+17.2% | $1,986-35.8% | $2,342-45.5% |
| Participant deferral / active EE | $3,631 | $2,210+64.3% | $2,958+22.8% | $3,332+9.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |