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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 | $30,417 | $90,590-66.4% | $90,782-66.5% | $135,379-77.5% |
| Participation rate | 35.3% | 83.7%-48.4pp | 82.7%-47.4pp | 82.6%-47.3pp |
| Annual return | -13.36% | -3.40%-10.0pp | -3.42%-9.9pp | 519.79%-533.1pp |
| Employer contribution / active EE | $1,268 | $4,352-70.9% | $4,105-69.1% | $4,779-73.5% |
| Participant deferral / active EE | $3,185 | $5,407-41.1% | $5,366-40.6% | $5,609-43.2% |
| Admin fee / account holder | $163 | $7,683-97.9% | $5,908-97.2% | $10,828-98.5% |