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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 | $17,279 | $95,188-81.8% | $76,518-77.4% | $135,380-87.2% |
| Participation rate | 23.5% | 74.4%-50.9pp | 68.0%-44.5pp | 82.6%-59.1pp |
| Annual return | -15.17% | 4.85%-20.0pp | -0.27%-14.9pp | 519.81%-535.0pp |
| Employer contribution / active EE | $573 | $3,303-82.7% | $2,647-78.4% | $4,779-88.0% |
| Participant deferral / active EE | $2,039 | $4,640-56.1% | $3,836-46.8% | $5,609-63.7% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,849-99.7% | $10,828-99.9% |