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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 | $22,539 | $172,111-86.9% | $150,298-85.0% | $137,256-83.6% |
| Participation rate | 65.0% | 81.7%-16.7pp | 77.8%-12.8pp | 80.0%-15.0pp |
| Annual return | 2.04% | 69.37%-67.3pp | 62.79%-60.7pp | 220.34%-218.3pp |
| Employer contribution / active EE | $1,137 | $4,636-75.5% | $4,154-72.6% | $4,156-72.6% |
| Participant deferral / active EE | $1,907 | $6,166-69.1% | $5,453-65.0% | $6,407-70.2% |
| Admin fee / account holder | $114 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |