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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 | $65,963 | $56,200+17.4% | $67,653-2.5% | $59,633+10.6% |
| Participation rate | 54.1% | 71.5%-17.4pp | 75.7%-21.6pp | 68.7%-14.6pp |
| Annual return | -2.87% | 18506.71%-18509.6pp | 6625.22%-6628.1pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $1,022 | $1,615-36.7% | $2,266-54.9% | $2,203-53.6% |
| Participant deferral / active EE | $2,538 | $2,843-10.7% | $3,560-28.7% | $3,192-20.5% |
| Admin fee / account holder | $40 | $3,959-99.0% | $4,821-99.2% | $4,297-99.1% |