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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 | $20,197 | $142,361-85.8% | $119,608-83.1% | $134,509-85.0% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -20.23% | -12.46%-7.8pp | -14.98%-5.2pp | 418.13%-438.4pp |
| Employer contribution / active EE | $2,503 | $5,224-52.1% | $4,232-40.9% | $4,741-47.2% |
| Participant deferral / active EE | $2,024 | $6,468-68.7% | $5,601-63.9% | $6,400-68.4% |
| Admin fee / account holder | $219 | $13,588-98.4% | $10,326-97.9% | $11,427-98.1% |