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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 | $13,305 | $58,234-77.2% | $81,783-83.7% | $80,874-83.5% |
| Participation rate | 58.6% | 63.4%-4.8pp | 72.4%-13.7pp | 67.6%-9.0pp |
| Annual return | 10.14% | 41.70%-31.6pp | 775.05%-764.9pp | 35.62%-25.5pp |
| Employer contribution / active EE | $696 | $2,341-70.3% | $2,913-76.1% | $2,756-74.7% |
| Participant deferral / active EE | $1,448 | $3,283-55.9% | $4,320-66.5% | $4,297-66.3% |
| Admin fee / account holder | $97 | $4,982-98.0% | $7,380-98.7% | $6,935-98.6% |