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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 | $19,733 | $92,707-78.7% | $82,726-76.1% | $134,493-85.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -35.41% | 945.12%-980.5pp | 701.33%-736.7pp | 418.01%-453.4pp |
| Employer contribution / active EE | $586 | $3,274-82.1% | $3,009-80.5% | $4,740-87.6% |
| Participant deferral / active EE | $3,670 | $4,801-23.6% | $4,394-16.5% | $6,400-42.7% |
| Admin fee / account holder | $25 | $5,980-99.6% | $5,328-99.5% | $11,425-99.8% |