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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 | $42,166 | $112,933-62.7% | $90,970-53.6% | $158,982-73.5% |
| Participation rate | 44.4% | 74.7%-30.3pp | 69.0%-24.6pp | 82.0%-37.5pp |
| Annual return | -18.45% | 215.82%-234.3pp | 134.60%-153.0pp | 302.99%-321.4pp |
| Employer contribution / active EE | $555 | $2,893-80.8% | $2,122-73.8% | $4,763-88.3% |
| Participant deferral / active EE | $2,177 | $4,128-47.3% | $3,373-35.5% | $5,983-63.6% |
| Admin fee / account holder | $12 | $8,047-99.9% | $5,961-99.8% | $11,252-99.9% |