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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 | $25,508 | $84,551-69.8% | $61,452-58.5% | $134,532-81.0% |
| Participation rate | 27.3% | 62.2%-34.9pp | 52.6%-25.3pp | 81.2%-54.0pp |
| Annual return | -27.42% | 585.39%-612.8pp | 338.96%-366.4pp | 418.27%-445.7pp |
| Employer contribution / active EE | $518 | $1,545-66.4% | $1,160-55.3% | $4,741-89.1% |
| Participant deferral / active EE | $5,533 | $2,818+96.3% | $2,125+160.4% | $6,401-13.6% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |