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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 | $15,481 | $84,551-81.7% | $61,452-74.8% | $134,532-88.5% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -23.38% | 585.39%-608.8pp | 338.96%-362.3pp | 418.27%-441.7pp |
| Employer contribution / active EE | $839 | $1,545-45.7% | $1,160-27.6% | $4,741-82.3% |
| Participant deferral / active EE | $2,201 | $2,818-21.9% | $2,125+3.6% | $6,401-65.6% |
| Admin fee / account holder | $19 | $2,587-99.3% | $2,131-99.1% | $11,429-99.8% |