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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 | $45,207 | $133,998-66.3% | $112,263-59.7% | $134,545-66.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -26.05% | 47.17%-73.2pp | 27.49%-53.5pp | 418.37%-444.4pp |
| Employer contribution / active EE | $1,179 | $4,040-70.8% | $3,636-67.6% | $4,742-75.1% |
| Participant deferral / active EE | $13,303 | $5,292+151.4% | $4,729+181.3% | $6,401+107.8% |
| Admin fee / account holder | $185 | $7,493-97.5% | $6,410-97.1% | $11,431-98.4% |