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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 | $16,325 | $82,314-80.2% | $68,808-76.3% | $134,532-87.9% |
| Participation rate | 58.3% | 75.1%-16.7pp | 69.0%-10.7pp | 81.2%-22.9pp |
| Annual return | -21.77% | -2.18%-19.6pp | -6.37%-15.4pp | 418.27%-440.0pp |
| Employer contribution / active EE | $873 | $3,301-73.5% | $2,656-67.1% | $4,741-81.6% |
| Participant deferral / active EE | $1,483 | $4,740-68.7% | $3,942-62.4% | $6,401-76.8% |
| Admin fee / account holder | $16 | $6,484-99.8% | $4,936-99.7% | $11,429-99.9% |