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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 | $5,932 | $27,943-78.8% | $58,507-89.9% | $75,177-92.1% |
| Participation rate | 26.9% | 38.8%-11.9pp | 50.9%-23.9pp | 67.2%-40.3pp |
| Annual return | 12.31% | 44.22%-31.9pp | 4252.32%-4240.0pp | 160.75%-148.4pp |
| Employer contribution / active EE | $201 | $670-70.0% | $1,053-80.9% | $2,671-92.5% |
| Participant deferral / active EE | $255 | $1,202-78.8% | $1,922-86.7% | $4,126-93.8% |
| Admin fee / account holder | $177 | $1,727-89.7% | $2,486-92.9% | $5,651-96.9% |