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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 | $16,165 | $92,684-82.6% | $82,706-80.5% | $134,509-88.0% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -29.70% | 945.84%-975.5pp | 701.76%-731.5pp | 418.13%-447.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,886 | $4,800+22.6% | $4,394+34.0% | $6,400-8.0% |
| Admin fee / account holder | $268 | $5,982-95.5% | $5,329-95.0% | $11,427-97.7% |