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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 | $78,897 | $56,894+38.7% | $84,753-6.9% | $62,881+25.5% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 2.36% | 6.30%-3.9pp | 22.78%-20.4pp | 20.14%-17.8pp |
| Employer contribution / active EE | $1,417 | $2,400-40.9% | $3,574-60.3% | $2,281-37.9% |
| Participant deferral / active EE | $2,087 | $2,709-23.0% | $3,712-43.8% | $3,203-34.8% |
| Admin fee / account holder | $107 | $3,581-97.0% | $5,333-98.0% | $4,296-97.5% |