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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 | $14,107 | $133,981-89.5% | $112,249-87.4% | $134,532-89.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.21% | 47.16%-68.4pp | 27.48%-48.7pp | 418.27%-439.5pp |
| Employer contribution / active EE | $946 | $4,040-76.6% | $3,636-74.0% | $4,741-80.1% |
| Participant deferral / active EE | $2,223 | $5,292-58.0% | $4,729-53.0% | $6,401-65.3% |
| Admin fee / account holder | $127 | $7,492-98.3% | $6,412-98.0% | $11,429-98.9% |