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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 | $34,076 | $211,946-83.9% | $169,452-79.9% | $135,382-74.8% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -11.06% | 3.26%-14.3pp | 1.83%-12.9pp | 519.77%-530.8pp |
| Employer contribution / active EE | $550 | $5,117-89.3% | $4,157-86.8% | $4,779-88.5% |
| Participant deferral / active EE | $3,482 | $6,075-42.7% | $5,277-34.0% | $5,609-37.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,829-100.0% |