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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 | $172,918 | $190,879-9.4% | $160,009+8.1% | $134,532+28.5% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -22.83% | 552.63%-575.5pp | 408.85%-431.7pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,848 | $4,995-63.0% | $4,225-56.3% | $4,741-61.0% |
| Participant deferral / active EE | $5,067 | $6,924-26.8% | $6,183-18.1% | $6,401-20.8% |
| Admin fee / account holder | $20 | $10,495-99.8% | $8,715-99.8% | $11,429-99.8% |