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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 | $33,321 | $157,304-78.8% | $141,197-76.4% | $152,909-78.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | -5.18% | 64.34%-69.5pp | 71.41%-76.6pp | 345.46%-350.6pp |
| Employer contribution / active EE | $6,492 | $5,263+23.4% | $4,736+37.1% | $4,764+36.3% |
| Participant deferral / active EE | $4,406 | $7,111-38.0% | $6,710-34.3% | $5,851-24.7% |
| Admin fee / account holder | $56 | $12,126-99.5% | $10,265-99.5% | $11,601-99.5% |