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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 | $96,329 | $93,117+3.4% | $77,096+24.9% | $134,532-28.4% |
| Participation rate | 7.7% | 74.5%-66.8pp | 67.9%-60.2pp | 81.2%-73.5pp |
| Annual return | -25.31% | 62.67%-88.0pp | 42.35%-67.7pp | 418.27%-443.6pp |
| Employer contribution / active EE | $558 | $3,420-83.7% | $2,814-80.2% | $4,741-88.2% |
| Participant deferral / active EE | $2,000 | $5,241-61.8% | $4,429-54.8% | $6,401-68.8% |
| Admin fee / account holder | $210 | $6,948-97.0% | $5,428-96.1% | $11,429-98.2% |