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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 | $23,253 | $138,114-83.2% | $125,391-81.5% | $134,545-82.7% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -23.41% | 750.88%-774.3pp | 572.41%-595.8pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,461 | $5,246-72.1% | $4,816-69.7% | $4,742-69.2% |
| Participant deferral / active EE | $4,996 | $7,801-36.0% | $7,448-32.9% | $6,401-22.0% |
| Admin fee / account holder | $74 | $11,570-99.4% | $10,009-99.3% | $11,431-99.3% |