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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 | $18,740 | $138,102-86.4% | $125,381-85.1% | $134,532-86.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.62% | 750.73%-772.3pp | 572.31%-593.9pp | 418.27%-439.9pp |
| Employer contribution / active EE | $2,801 | $5,245-46.6% | $4,815-41.8% | $4,741-40.9% |
| Participant deferral / active EE | $3,852 | $7,801-50.6% | $7,448-48.3% | $6,401-39.8% |
| Admin fee / account holder | $239 | $11,568-97.9% | $10,007-97.6% | $11,429-97.9% |