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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 | $70,064 | $106,557-34.2% | $91,227-23.2% | $134,545-47.9% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.2%-48.2pp | 81.2%-56.2pp |
| Annual return | -30.82% | 160.81%-191.6pp | 114.14%-145.0pp | 418.37%-449.2pp |
| Employer contribution / active EE | $1,341 | $3,332-59.7% | $2,851-53.0% | $4,742-71.7% |
| Participant deferral / active EE | $5,125 | $4,719+8.6% | $4,234+21.0% | $6,401-19.9% |
| Admin fee / account holder | $208 | $6,235-96.7% | $5,423-96.2% | $11,431-98.2% |