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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 | $55,169 | $131,835-58.2% | $108,582-49.2% | $273,972-79.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | -70.61% | -91.57%+21.0pp | -51.70%-18.9pp | 41.46%-112.1pp |
| Employer contribution / active EE | $31,933 | $4,913+550.0% | $3,758+749.6% | $4,869+555.9% |
| Participant deferral / active EE | $15,750 | $5,127+207.2% | $4,311+265.4% | $5,287+197.9% |
| Admin fee / account holder | $41 | $10,253-99.6% | $7,645-99.5% | $10,133-99.6% |