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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 | $29,786 | $92,743-67.9% | $82,744-64.0% | $134,532-77.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -21.17% | 946.63%-967.8pp | 702.22%-723.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $2,161 | $3,273-34.0% | $3,008-28.2% | $4,741-54.4% |
| Participant deferral / active EE | $5,106 | $4,802+6.3% | $4,395+16.2% | $6,401-20.2% |
| Admin fee / account holder | $220 | $5,977-96.3% | $5,325-95.9% | $11,429-98.1% |