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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 | $30,771 | $154,754-80.1% | $124,206-75.2% | $138,895-77.8% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 7.97% | 709.28%-701.3pp | 515.27%-507.3pp | 145.39%-137.4pp |
| Employer contribution / active EE | $1,199 | $4,446-73.0% | $3,540-66.1% | $4,194-71.4% |
| Participant deferral / active EE | $4,171 | $4,621-9.7% | $3,968+5.1% | $6,396-34.8% |
| Admin fee / account holder | $188 | $6,690-97.2% | $5,929-96.8% | $12,562-98.5% |