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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 | $90,348 | $167,362-46.0% | $143,799-37.2% | $134,532-32.8% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -27.63% | 0.47%-28.1pp | -0.04%-27.6pp | 418.27%-445.9pp |
| Employer contribution / active EE | $7,606 | $5,620+35.3% | $4,952+53.6% | $4,741+60.4% |
| Participant deferral / active EE | $3,526 | $6,447-45.3% | $5,638-37.5% | $6,401-44.9% |
| Admin fee / account holder | $121 | $18,094-99.3% | $14,677-99.2% | $11,429-98.9% |