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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 | $10,189 | $27,632-63.1% | $61,452-83.4% | $68,486-85.1% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -62.39% | -13.24%-49.2pp | 338.96%-401.4pp | -7.85%-54.5pp |
| Employer contribution / active EE | $325 | $696-53.2% | $1,160-71.9% | $2,597-87.5% |
| Participant deferral / active EE | $1,298 | $1,264+2.7% | $2,125-38.9% | $4,028-67.8% |
| Admin fee / account holder | $74 | $2,010-96.3% | $2,131-96.5% | $5,404-98.6% |