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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 | $65,064 | $109,967-40.8% | $97,197-33.1% | $145,877-55.4% |
| Participation rate | 55.6% | 76.0%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | -12.77% | 244.27%-257.0pp | 75.47%-88.2pp | 551.28%-564.1pp |
| Employer contribution / active EE | $3,335 | $3,077+8.4% | $2,723+22.5% | $4,663-28.5% |
| Participant deferral / active EE | $6,679 | $4,676+42.8% | $4,263+56.7% | $6,691-0.2% |
| Admin fee / account holder | $138 | $6,199-97.8% | $5,637-97.5% | $13,402-99.0% |