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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 | $39,405 | $95,895-58.9% | $79,576-50.5% | $134,509-70.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -25.84% | -2.72%-23.1pp | 0.15%-26.0pp | 418.13%-444.0pp |
| Employer contribution / active EE | $6,257 | $3,128+100.0% | $2,413+159.3% | $4,741+32.0% |
| Participant deferral / active EE | $4,753 | $4,693+1.3% | $3,985+19.3% | $6,400-25.7% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |