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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 | $46,870 | $99,032-52.7% | $80,022-41.4% | $135,380-65.4% |
| Participation rate | 42.9% | 78.4%-35.5pp | 75.8%-33.0pp | 82.6%-39.8pp |
| Annual return | -10.01% | 15.39%-25.4pp | 11.22%-21.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,977 | $3,043-35.0% | $2,468-19.9% | $4,779-58.6% |
| Participant deferral / active EE | $4,686 | $4,282+9.4% | $3,686+27.1% | $5,609-16.5% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |