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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 | $118,237 | $185,312-36.2% | $161,489-26.8% | $154,746-23.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 9.76% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $2,454 | $4,769-48.6% | $4,268-42.5% | $4,379-44.0% |
| Participant deferral / active EE | $3,680 | $6,350-42.0% | $5,630-34.6% | $6,730-45.3% |
| Admin fee / account holder | $90 | $18,654-99.5% | $16,006-99.4% | $14,365-99.4% |