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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 | $21,486 | $138,076-84.4% | $123,553-82.6% | $135,380-84.1% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | -16.93% | 153.70%-170.6pp | 119.21%-136.1pp | 519.81%-536.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,790 | $6,800-59.0% | $6,426-56.6% | $5,609-50.3% |
| Admin fee / account holder | $42 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |