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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 | $70,754 | $90,617-21.9% | $79,476-11.0% | $135,382-47.7% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -11.56% | 977.57%-989.1pp | 718.21%-729.8pp | 519.77%-531.3pp |
| Employer contribution / active EE | $4,846 | $3,068+58.0% | $2,800+73.1% | $4,779+1.4% |
| Participant deferral / active EE | $12,115 | $4,050+199.1% | $3,704+227.1% | $5,609+116.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |