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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 | $70,109 | $106,918-34.4% | $84,021-16.6% | $152,897-54.1% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 0.57% | 105.01%-104.4pp | 71.32%-70.7pp | 345.43%-344.9pp |
| Employer contribution / active EE | $1,198 | $2,735-56.2% | $1,984-39.6% | $4,764-74.9% |
| Participant deferral / active EE | $8,998 | $4,012+124.3% | $3,239+177.8% | $5,851+53.8% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |