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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 | $25,665 | $97,027-73.5% | $83,323-69.2% | $135,382-81.0% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -11.91% | 12.31%-24.2pp | 10.63%-22.5pp | 519.77%-531.7pp |
| Employer contribution / active EE | $2,184 | $4,143-47.3% | $3,379-35.4% | $4,779-54.3% |
| Participant deferral / active EE | $3,548 | $5,964-40.5% | $5,565-36.2% | $5,609-36.7% |
| Admin fee / account holder | $290 | $8,427-96.6% | $7,539-96.2% | $10,829-97.3% |