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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 | $24,223 | $142,409-83.0% | $119,634-79.8% | $134,545-82.0% |
| Participation rate | 47.6% | 82.8%-35.2pp | 79.3%-31.6pp | 81.2%-33.6pp |
| Annual return | -22.90% | -12.46%-10.4pp | -14.98%-7.9pp | 418.37%-441.3pp |
| Employer contribution / active EE | $1,506 | $5,224-71.2% | $4,232-64.4% | $4,742-68.2% |
| Participant deferral / active EE | $3,763 | $6,468-41.8% | $5,601-32.8% | $6,401-41.2% |
| Admin fee / account holder | $220 | $13,594-98.4% | $10,329-97.9% | $11,431-98.1% |