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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 | $13,494 | $26,137-48.4% | $58,561-77.0% | $74,460-81.9% |
| Participation rate | 6.3% | 32.2%-25.8pp | 50.9%-44.5pp | 70.7%-64.4pp |
| Annual return | 13.40% | 32.53%-19.1pp | 4251.33%-4237.9pp | 34.38%-21.0pp |
| Employer contribution / active EE | $256 | $537-52.2% | $1,053-75.7% | $2,638-90.3% |
| Participant deferral / active EE | $479 | $1,076-55.5% | $1,923-75.1% | $4,530-89.4% |
| Admin fee / account holder | $0 | $648-100.0% | $2,520-100.0% | $348-100.0% |