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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 | $26,309 | $102,938-74.4% | $94,105-72.0% | $138,895-81.1% |
| Participation rate | 37.5% | 74.6%-37.1pp | 71.9%-34.4pp | 79.9%-42.4pp |
| Annual return | -46.32% | 250.28%-296.6pp | 204.55%-250.9pp | 145.39%-191.7pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,462 | $4,196+6.3% | $3,881+15.0% | $6,396-30.2% |
| Admin fee / account holder | $170 | $6,600-97.4% | $6,199-97.3% | $12,562-98.6% |