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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 | $48,266 | $82,674-41.6% | $125,381-61.5% | $68,486-29.5% |
| Participation rate | 20.8% | 75.1%-54.3pp | 82.4%-61.6pp | 67.9%-47.1pp |
| Annual return | -89.21% | -5.97%-83.2pp | 572.31%-661.5pp | -7.85%-81.4pp |
| Employer contribution / active EE | $6,041 | $3,382+78.6% | $4,815+25.5% | $2,597+132.6% |
| Participant deferral / active EE | $6,218 | $6,111+1.8% | $7,448-16.5% | $4,028+54.4% |
| Admin fee / account holder | $221 | $6,277-96.5% | $10,007-97.8% | $5,404-95.9% |