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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 | $22,920 | $97,732-76.5% | $83,831-72.7% | $135,380-83.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -20.67% | 1287.56%-1308.2pp | 850.99%-871.7pp | 519.81%-540.5pp |
| Employer contribution / active EE | $4,251 | $4,222+0.7% | $3,631+17.1% | $4,779-11.0% |
| Participant deferral / active EE | $7,458 | $4,683+59.3% | $4,082+82.7% | $5,609+33.0% |
| Admin fee / account holder | $77 | $6,675-98.8% | $5,479-98.6% | $10,828-99.3% |