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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 | $71,419 | $71,230+0.3% | $93,727-23.8% | $80,959-11.8% |
| Participation rate | 62.2% | 60.4%+1.8pp | 68.7%-6.5pp | 67.7%-5.4pp |
| Annual return | 8.37% | 11.26%-2.9pp | 133.83%-125.5pp | 35.67%-27.3pp |
| Employer contribution / active EE | $597 | $1,565-61.9% | $2,421-75.3% | $2,757-78.3% |
| Participant deferral / active EE | $3,491 | $4,037-13.5% | $4,417-21.0% | $4,300-18.8% |
| Admin fee / account holder | $194 | $6,961-97.2% | $8,292-97.7% | $6,925-97.2% |