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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 | $51,548 | $138,076-62.7% | $123,553-58.3% | $135,380-61.9% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | -12.76% | 153.70%-166.5pp | 119.21%-132.0pp | 519.81%-532.6pp |
| Employer contribution / active EE | $2,504 | $5,152-51.4% | $4,628-45.9% | $4,779-47.6% |
| Participant deferral / active EE | $4,280 | $6,800-37.1% | $6,426-33.4% | $5,609-23.7% |
| Admin fee / account holder | $81 | $10,917-99.3% | $9,284-99.1% | $10,828-99.3% |