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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 | $81,121 | $96,678-16.1% | $86,640-6.4% | $139,466-41.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 7.25% | 106.69%-99.4pp | 592.52%-585.3pp | 373.66%-366.4pp |
| Employer contribution / active EE | $990 | $3,265-69.7% | $3,024-67.3% | $4,754-79.2% |
| Participant deferral / active EE | $8,500 | $4,837+75.7% | $4,438+91.5% | $6,712+26.6% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |