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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 | $27,733 | $57,057-51.4% | $85,009-67.4% | $80,874-65.7% |
| Participation rate | 54.1% | 56.4%-2.3pp | 67.5%-13.5pp | 67.6%-13.6pp |
| Annual return | 6.94% | 21.66%-14.7pp | 66.47%-59.5pp | 35.62%-28.7pp |
| Employer contribution / active EE | $1,311 | $1,799-27.1% | $2,728-52.0% | $2,756-52.4% |
| Participant deferral / active EE | $2,919 | $3,112-6.2% | $4,522-35.4% | $4,297-32.1% |
| Admin fee / account holder | $161 | $4,986-96.8% | $6,153-97.4% | $6,935-97.7% |