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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 | $166,470 | $92,766+79.5% | $82,763+101.1% | $134,545+23.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -22.39% | 946.97%-969.4pp | 702.45%-724.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $8,760 | $3,273+167.6% | $3,008+191.2% | $4,742+84.7% |
| Participant deferral / active EE | $11,875 | $4,802+147.3% | $4,395+170.2% | $6,401+85.5% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |