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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 | $28,430 | $50,554-43.8% | $67,681-58.0% | $87,485-67.5% |
| Participation rate | 20.0% | 67.7%-47.7pp | 73.7%-53.7pp | 68.9%-48.9pp |
| Annual return | 8.99% | 17.81%-8.8pp | 590.58%-581.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,630 | $2,961-44.9% | $3,976-59.0% | $4,274-61.9% |
| Admin fee / account holder | $7 | $4,132-99.8% | $6,100-99.9% | $7,775-99.9% |