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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 | $100,384 | $138,075-27.3% | $123,552-18.8% | $135,379-25.8% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -10.12% | 153.70%-163.8pp | 119.20%-129.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,064 | $5,152-79.3% | $4,628-77.0% | $4,779-77.7% |
| Participant deferral / active EE | $4,314 | $6,800-36.6% | $6,426-32.9% | $5,609-23.1% |
| Admin fee / account holder | -$466 | $10,917-104.3% | $9,285-105.0% | $10,828-104.3% |