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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 | $59,190 | $48,053+23.2% | $84,628-30.1% | $72,975-18.9% |
| Participation rate | 67.9% | 57.6%+10.3pp | 68.2%-0.4pp | 69.5%-1.6pp |
| Annual return | 15.96% | 37.39%-21.4pp | 258.80%-242.8pp | 81.01%-65.1pp |
| Employer contribution / active EE | $3,974 | $1,602+148.1% | $2,653+49.8% | $2,440+62.8% |
| Participant deferral / active EE | $3,730 | $2,681+39.1% | $3,900-4.4% | $3,608+3.4% |
| Admin fee / account holder | $176 | $3,395-94.8% | $4,914-96.4% | $5,124-96.6% |