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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 | $37,941 | $92,684-59.1% | $82,706-54.1% | $134,509-71.8% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -28.02% | 945.84%-973.9pp | 701.76%-729.8pp | 418.13%-446.2pp |
| Employer contribution / active EE | $1,005 | $3,272-69.3% | $3,007-66.6% | $4,741-78.8% |
| Participant deferral / active EE | $4,473 | $4,800-6.8% | $4,394+1.8% | $6,400-30.1% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |