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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 | $38,996 | $90,607-57.0% | $79,467-50.9% | $135,380-71.2% |
| Participation rate | 45.5% | 76.0%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | -12.71% | 977.74%-990.4pp | 718.30%-731.0pp | 519.81%-532.5pp |
| Employer contribution / active EE | $1,325 | $3,068-56.8% | $2,800-52.7% | $4,779-72.3% |
| Participant deferral / active EE | $5,160 | $4,050+27.4% | $3,704+39.3% | $5,609-8.0% |
| Admin fee / account holder | $237 | $5,895-96.0% | $5,104-95.3% | $10,828-97.8% |