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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 | $77,038 | $211,946-63.7% | $169,452-54.5% | $135,380-43.1% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -9.86% | 3.26%-13.1pp | 1.83%-11.7pp | 519.81%-529.7pp |
| Employer contribution / active EE | $894 | $5,117-82.5% | $4,157-78.5% | $4,779-81.3% |
| Participant deferral / active EE | $1,788 | $6,075-70.6% | $5,277-66.1% | $5,609-68.1% |
| Admin fee / account holder | $88 | $11,472-99.2% | $9,110-99.0% | $10,828-99.2% |