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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 | $41,383 | $57,073-27.5% | $85,126-51.4% | $80,925-48.9% |
| Participation rate | 13.3% | 56.4%-43.1pp | 67.5%-54.2pp | 67.7%-54.3pp |
| Annual return | -0.39% | 21.69%-22.1pp | 66.63%-67.0pp | 35.65%-36.0pp |
| Employer contribution / active EE | $580 | $1,801-67.8% | $2,731-78.8% | $2,756-79.0% |
| Participant deferral / active EE | $2,452 | $3,113-21.2% | $4,523-45.8% | $4,299-43.0% |
| Admin fee / account holder | $175 | $4,988-96.5% | $6,160-97.2% | $6,940-97.5% |