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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 | $124,168 | $106,280+16.8% | $96,538+28.6% | $139,487-11.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 5.73% | 38.48%-32.8pp | 35.74%-30.0pp | 373.84%-368.1pp |
| Employer contribution / active EE | $10,566 | $4,107+157.3% | $3,740+182.5% | $4,755+122.2% |
| Participant deferral / active EE | $20,000 | $5,457+266.5% | $4,880+309.8% | $6,713+197.9% |
| Admin fee / account holder | $20 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |