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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 | $120,966 | $110,303+9.7% | $95,759+26.3% | $139,487-13.3% |
| Participation rate | 36.4% | 75.7%-39.4pp | 72.3%-35.9pp | 80.3%-44.0pp |
| Annual return | 5.97% | 27.19%-21.2pp | 28.42%-22.5pp | 373.84%-367.9pp |
| Employer contribution / active EE | $1,110 | $3,261-65.9% | $2,836-60.9% | $4,755-76.6% |
| Participant deferral / active EE | $3,714 | $4,674-20.5% | $4,244-12.5% | $6,713-44.7% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |