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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 | $12,396 | $48,053-74.2% | $84,623-85.4% | $72,983-83.0% |
| Participation rate | 23.7% | 57.6%-33.9pp | 68.2%-44.5pp | 69.5%-45.8pp |
| Annual return | 16.62% | 37.39%-20.8pp | 258.77%-242.1pp | 81.01%-64.4pp |
| Employer contribution / active EE | $740 | $1,602-53.8% | $2,652-72.1% | $2,440-69.7% |
| Participant deferral / active EE | $898 | $2,681-66.5% | $3,899-77.0% | $3,608-75.1% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,913-100.0% | $5,124-100.0% |