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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 | $35,775 | $180,459-80.2% | $154,108-76.8% | $135,380-73.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -28.85% | 888.21%-917.1pp | 735.21%-764.1pp | 519.81%-548.7pp |
| Employer contribution / active EE | $12,292 | $6,035+103.7% | $5,298+132.0% | $4,779+157.2% |
| Participant deferral / active EE | $6,167 | $5,806+6.2% | $5,081+21.4% | $5,609+9.9% |
| Admin fee / account holder | $138 | $16,145-99.1% | $13,411-99.0% | $10,828-98.7% |