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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 | $28,883 | $82,674-65.1% | $125,381-77.0% | $68,486-57.8% |
| Participation rate | 53.3% | 75.1%-21.7pp | 82.4%-29.0pp | 67.9%-14.6pp |
| Annual return | -19.65% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,203 | $3,382-64.4% | $4,815-75.0% | $2,597-53.7% |
| Participant deferral / active EE | $2,600 | $6,111-57.4% | $7,448-65.1% | $4,028-35.4% |
| Admin fee / account holder | $188 | $6,277-97.0% | $10,007-98.1% | $5,404-96.5% |