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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 | $21,861 | $158,852-86.2% | $121,220-82.0% | $135,380-83.9% |
| Participation rate | 55.0% | 79.3%-24.3pp | 71.8%-16.8pp | 82.6%-27.6pp |
| Annual return | -14.46% | -0.64%-13.8pp | 16.94%-31.4pp | 519.81%-534.3pp |
| Employer contribution / active EE | $2,778 | $5,666-51.0% | $4,023-30.9% | $4,779-41.9% |
| Participant deferral / active EE | $5,671 | $4,006+41.6% | $3,345+69.5% | $5,609+1.1% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |