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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 | $55,081 | $138,114-60.1% | $125,391-56.1% | $134,545-59.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -29.07% | 750.88%-779.9pp | 572.41%-601.5pp | 418.37%-447.4pp |
| Employer contribution / active EE | $1,686 | $5,246-67.9% | $4,816-65.0% | $4,742-64.4% |
| Participant deferral / active EE | $2,933 | $7,801-62.4% | $7,448-60.6% | $6,401-54.2% |
| Admin fee / account holder | $24 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |