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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 | $17,142 | $95,188-82.0% | $76,518-77.6% | $135,380-87.3% |
| Participation rate | 28.6% | 74.4%-45.8pp | 68.0%-39.4pp | 82.6%-54.1pp |
| Annual return | -14.72% | 4.85%-19.6pp | -0.27%-14.4pp | 519.81%-534.5pp |
| Employer contribution / active EE | $658 | $3,303-80.1% | $2,647-75.1% | $4,779-86.2% |
| Participant deferral / active EE | $2,526 | $4,640-45.6% | $3,836-34.2% | $5,609-55.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |