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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 | $111,328 | $167,353-33.5% | $143,797-22.6% | $134,545-17.3% |
| Participation rate | 30.0% | 84.8%-54.8pp | 80.3%-50.3pp | 81.2%-51.2pp |
| Annual return | -21.35% | 0.48%-21.8pp | -0.04%-21.3pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,627 | $5,620-71.1% | $4,952-67.1% | $4,742-65.7% |
| Participant deferral / active EE | $2,560 | $6,447-60.3% | $5,638-54.6% | $6,401-60.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |