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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 | $102,377 | $134,001-23.6% | $112,258-8.8% | $134,509-23.9% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -22.93% | 47.15%-70.1pp | 27.47%-50.4pp | 418.13%-441.1pp |
| Employer contribution / active EE | $820 | $4,039-79.7% | $3,636-77.4% | $4,741-82.7% |
| Participant deferral / active EE | $1,584 | $5,291-70.1% | $4,728-66.5% | $6,400-75.2% |
| Admin fee / account holder | $1 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |