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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 | $63,788 | $158,852-59.8% | $121,220-47.4% | $135,379-52.9% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -10.73% | -0.64%-10.1pp | 16.94%-27.7pp | 519.79%-530.5pp |
| Employer contribution / active EE | $1,280 | $5,666-77.4% | $4,023-68.2% | $4,779-73.2% |
| Participant deferral / active EE | $6,167 | $4,006+54.0% | $3,345+84.3% | $5,609+9.9% |
| Admin fee / account holder | $203 | $6,515-96.9% | $5,021-96.0% | $10,828-98.1% |