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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 | $65,439 | $102,696-36.3% | $86,235-24.1% | $139,487-53.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 1.89% | 1925.91%-1924.0pp | 1170.03%-1168.1pp | 373.84%-372.0pp |
| Employer contribution / active EE | $947 | $3,034-68.8% | $2,381-60.2% | $4,755-80.1% |
| Participant deferral / active EE | $9,750 | $4,679+108.4% | $3,987+144.6% | $6,713+45.2% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |