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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 | $20,007 | $69,518-71.2% | $59,883-66.6% | $135,382-85.2% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.7%-34.7pp | 82.6%-42.6pp |
| Annual return | -14.31% | 7.95%-22.3pp | 3.46%-17.8pp | 519.77%-534.1pp |
| Employer contribution / active EE | $435 | $3,235-86.6% | $2,722-84.0% | $4,779-90.9% |
| Participant deferral / active EE | $4,031 | $4,204-4.1% | $3,402+18.5% | $5,609-28.1% |
| Admin fee / account holder | $187 | $5,734-96.7% | $3,591-94.8% | $10,829-98.3% |