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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 | $42,340 | $133,981-68.4% | $112,249-62.3% | $134,532-68.5% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -21.33% | 47.16%-68.5pp | 27.48%-48.8pp | 418.27%-439.6pp |
| Employer contribution / active EE | $2,057 | $4,040-49.1% | $3,636-43.4% | $4,741-56.6% |
| Participant deferral / active EE | $3,782 | $5,292-28.5% | $4,729-20.0% | $6,401-40.9% |
| Admin fee / account holder | $7 | $7,492-99.9% | $6,412-99.9% | $11,429-99.9% |