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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 | $194,403 | $133,981+45.1% | $112,249+73.2% | $134,532+44.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -23.21% | 47.16%-70.4pp | 27.48%-50.7pp | 418.27%-441.5pp |
| Employer contribution / active EE | $5,223 | $4,040+29.3% | $3,636+43.6% | $4,741+10.2% |
| Participant deferral / active EE | $14,441 | $5,292+172.9% | $4,729+205.4% | $6,401+125.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |