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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 | $19,846 | $95,915-79.3% | $79,580-75.1% | $134,532-85.2% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -25.02% | -2.71%-22.3pp | 0.15%-25.2pp | 418.27%-443.3pp |
| Employer contribution / active EE | $2,355 | $3,129-24.7% | $2,413-2.4% | $4,741-50.3% |
| Participant deferral / active EE | $5,783 | $4,693+23.2% | $3,985+45.1% | $6,401-9.7% |
| Admin fee / account holder | $157 | $9,132-98.3% | $6,835-97.7% | $11,429-98.6% |