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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 | $96,380 | $88,815+8.5% | $81,882+17.7% | $145,897-33.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -7.74% | 1033.75%-1041.5pp | 779.47%-787.2pp | 552.29%-560.0pp |
| Employer contribution / active EE | $1,020 | $3,086-67.0% | $2,916-65.0% | $4,663-78.1% |
| Participant deferral / active EE | $9,750 | $4,647+109.8% | $4,323+125.5% | $6,689+45.8% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |