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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 | $61,383 | $107,666-43.0% | $102,184-39.9% | $154,746-60.3% |
| Participation rate | 44.4% | 83.7%-39.3pp | 82.6%-38.2pp | 80.7%-36.3pp |
| Annual return | 8.36% | 29.33%-21.0pp | 31.58%-23.2pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,014 | $3,846-73.6% | $3,594-71.8% | $4,379-76.8% |
| Participant deferral / active EE | $8,772 | $8,719+0.6% | $8,309+5.6% | $6,730+30.3% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |