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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 | $22,806 | $68,573-66.7% | $120,368-81.1% | $80,874-71.8% |
| Participation rate | 28.6% | 61.6%-33.0pp | 71.9%-43.3pp | 67.6%-39.1pp |
| Annual return | 0.27% | 23.61%-23.3pp | 107.26%-107.0pp | 35.62%-35.4pp |
| Employer contribution / active EE | $999 | $2,052-51.3% | $3,465-71.2% | $2,756-63.8% |
| Participant deferral / active EE | $1,516 | $3,174-52.2% | $4,991-69.6% | $4,297-64.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $9,429-100.0% | $6,935-100.0% |