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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 | $71,966 | $95,915-25.0% | $79,580-9.6% | $134,532-46.5% |
| Participation rate | 53.3% | 75.0%-21.7pp | 69.5%-16.2pp | 81.2%-27.9pp |
| Annual return | -24.47% | -2.71%-21.8pp | 0.15%-24.6pp | 418.27%-442.7pp |
| Employer contribution / active EE | $1,022 | $3,129-67.3% | $2,413-57.7% | $4,741-78.4% |
| Participant deferral / active EE | $3,494 | $4,693-25.6% | $3,985-12.3% | $6,401-45.4% |
| Admin fee / account holder | $196 | $9,132-97.9% | $6,835-97.1% | $11,429-98.3% |