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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 | $48,599 | $64,920-25.1% | $103,693-53.1% | $86,983-44.1% |
| Participation rate | 38.5% | 63.6%-25.1pp | 72.6%-34.2pp | 69.5%-31.1pp |
| Annual return | 10.13% | 30.29%-20.2pp | 47.61%-37.5pp | 25.83%-15.7pp |
| Employer contribution / active EE | $950 | $2,141-55.6% | $2,920-67.5% | $2,584-63.2% |
| Participant deferral / active EE | $1,259 | $3,241-61.2% | $4,579-72.5% | $4,194-70.0% |
| Admin fee / account holder | $7 | $6,191-99.9% | $7,858-99.9% | $7,856-99.9% |