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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 | $112,729+3.0% | $98,716+17.6% | $137,256-15.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 4.40% | 38.48%-34.1pp | 31.81%-27.4pp | 220.34%-215.9pp |
| Employer contribution / active EE | $992 | $2,725-63.6% | $2,279-56.5% | $4,156-76.1% |
| Participant deferral / active EE | $3,611 | $4,640-22.2% | $4,048-10.8% | $6,407-43.6% |
| Admin fee / account holder | $18 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |