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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 | $13,053 | $96,643-86.5% | $86,617-84.9% | $139,456-90.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | -13.04% | 106.57%-119.6pp | 591.91%-605.0pp | 373.45%-386.5pp |
| Employer contribution / active EE | $1,468 | $3,264-55.0% | $3,023-51.5% | $4,753-69.1% |
| Participant deferral / active EE | $1,468 | $4,835-69.6% | $4,437-66.9% | $6,711-78.1% |
| Admin fee / account holder | $281 | $6,406-95.6% | $5,613-95.0% | $11,407-97.5% |