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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 | $40,632 | $93,098-56.4% | $77,081-47.3% | $134,509-69.8% |
| Participation rate | 31.8% | 74.5%-42.7pp | 67.9%-36.1pp | 81.2%-49.4pp |
| Annual return | -56.78% | 62.63%-119.4pp | 42.33%-99.1pp | 418.13%-474.9pp |
| Employer contribution / active EE | $1,302 | $3,419-61.9% | $2,813-53.7% | $4,741-72.5% |
| Participant deferral / active EE | $2,623 | $5,239-49.9% | $4,428-40.8% | $6,400-59.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |