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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 | $28,801 | $127,387-77.4% | $115,038-75.0% | $125,389-77.0% |
| Participation rate | 30.4% | 84.2%-53.7pp | 81.4%-50.9pp | 83.2%-52.8pp |
| Annual return | -4.12% | 31.28%-35.4pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,084 | $5,166-79.0% | $4,608-76.5% | $4,866-77.7% |
| Participant deferral / active EE | $3,690 | $6,423-42.5% | $6,026-38.8% | $5,352-31.0% |
| Admin fee / account holder | $276 | $9,516-97.1% | $8,175-96.6% | $9,541-97.1% |