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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 | $10,680 | $84,551-87.4% | $61,452-82.6% | $134,532-92.1% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -24.94% | 585.39%-610.3pp | 338.96%-363.9pp | 418.27%-443.2pp |
| Employer contribution / active EE | $934 | $1,545-39.6% | $1,160-19.5% | $4,741-80.3% |
| Participant deferral / active EE | $2,336 | $2,818-17.1% | $2,125+10.0% | $6,401-63.5% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |