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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 | $15,788 | $97,729-83.8% | $83,830-81.2% | $135,379-88.3% |
| Participation rate | 36.4% | 80.0%-43.6pp | 76.1%-39.8pp | 82.6%-46.3pp |
| Annual return | -9.81% | 1287.52%-1297.3pp | 850.97%-860.8pp | 519.79%-529.6pp |
| Employer contribution / active EE | $1,079 | $4,222-74.4% | $3,631-70.3% | $4,779-77.4% |
| Participant deferral / active EE | $2,269 | $4,683-51.5% | $4,082-44.4% | $5,609-59.5% |
| Admin fee / account holder | $67 | $6,674-99.0% | $5,479-98.8% | $10,828-99.4% |