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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 | $34,507 | $46,697-26.1% | $117,533-70.6% | $68,486-49.6% |
| Participation rate | 15.8% | 56.8%-41.0pp | 70.6%-54.8pp | 67.9%-52.1pp |
| Annual return | -21.08% | -14.52%-6.6pp | 29.77%-50.8pp | -7.85%-13.2pp |
| Employer contribution / active EE | $622 | $1,506-58.7% | $4,179-85.1% | $2,597-76.1% |
| Participant deferral / active EE | $1,162 | $2,637-55.9% | $4,072-71.5% | $4,028-71.1% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |