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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 | $21,940 | $69,541-68.5% | $59,899-63.4% | $135,380-83.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -23.07% | 7.95%-31.0pp | 3.46%-26.5pp | 519.81%-542.9pp |
| Employer contribution / active EE | $2,057 | $3,236-36.4% | $2,723-24.4% | $4,779-57.0% |
| Participant deferral / active EE | $6,580 | $4,206+56.5% | $3,402+93.4% | $5,609+17.3% |
| Admin fee / account holder | $121 | $5,737-97.9% | $3,592-96.6% | $10,828-98.9% |