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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 | $11,363 | $30,732-63.0% | $59,496-80.9% | $59,633-80.9% |
| Participation rate | 48.1% | 43.2%+4.9pp | 54.6%-6.4pp | 68.7%-20.5pp |
| Annual return | -3.75% | 4.47%-8.2pp | 182.05%-185.8pp | 2041.40%-2045.1pp |
| Employer contribution / active EE | $1,402 | $631+122.2% | $1,153+21.6% | $2,203-36.4% |
| Participant deferral / active EE | $2,052 | $1,183+73.5% | $1,829+12.2% | $3,192-35.7% |
| Admin fee / account holder | $98 | $2,136-95.4% | $2,232-95.6% | $4,297-97.7% |