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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 | $116,087 | $124,980-7.1% | $108,359+7.1% | $154,746-25.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 4.40% | 45.00%-40.6pp | 36.89%-32.5pp | 172.34%-167.9pp |
| Employer contribution / active EE | $992 | $2,851-65.2% | $2,399-58.6% | $4,379-77.3% |
| Participant deferral / active EE | $3,611 | $4,743-23.9% | $4,137-12.7% | $6,730-46.3% |
| Admin fee / account holder | $18 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |