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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 | $36,510 | $45,152-19.1% | $73,836-50.6% | $59,633-38.8% |
| Participation rate | 29.3% | 64.0%-34.7pp | 73.4%-44.1pp | 68.7%-39.3pp |
| Annual return | -4.99% | 27.40%-32.4pp | 2268.06%-2273.0pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,833 | $2,573-28.7% | $3,583-48.8% | $3,192-42.6% |
| Admin fee / account holder | $240 | $3,515-93.2% | $4,882-95.1% | $4,297-94.4% |