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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 | $28,944 | $97,761-70.4% | $83,850-65.5% | $135,382-78.6% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -17.25% | 1287.44%-1304.7pp | 850.92%-868.2pp | 519.77%-537.0pp |
| Employer contribution / active EE | $1,762 | $4,222-58.3% | $3,631-51.5% | $4,779-63.1% |
| Participant deferral / active EE | $9,085 | $4,682+94.0% | $4,082+122.6% | $5,609+62.0% |
| Admin fee / account holder | $174 | $6,674-97.4% | $5,478-96.8% | $10,829-98.4% |