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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 | $24,991 | $106,551-76.5% | $91,225-72.6% | $134,532-81.4% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.2%-35.7pp | 81.2%-43.7pp |
| Annual return | -23.84% | 160.78%-184.6pp | 114.12%-138.0pp | 418.27%-442.1pp |
| Employer contribution / active EE | $423 | $3,331-87.3% | $2,851-85.2% | $4,741-91.1% |
| Participant deferral / active EE | $5,192 | $4,718+10.0% | $4,233+22.6% | $6,401-18.9% |
| Admin fee / account holder | $82 | $6,234-98.7% | $5,422-98.5% | $11,429-99.3% |