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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 | $105,389 | $67,411+56.3% | $91,004+15.8% | $70,124+50.3% |
| Participation rate | 65.8% | 71.4%-5.6pp | 75.6%-9.8pp | 69.5%-3.8pp |
| Annual return | 11.09% | -40.16%+51.3pp | 4.60%+6.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $858 | $1,786-52.0% | $2,456-65.1% | $2,342-63.4% |
| Participant deferral / active EE | $2,486 | $2,823-11.9% | $3,548-29.9% | $3,332-25.4% |
| Admin fee / account holder | $243 | $4,236-94.3% | $5,417-95.5% | $4,645-94.8% |