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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 | $50,352 | $95,915-47.5% | $79,580-36.7% | $134,532-62.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -21.21% | -2.71%-18.5pp | 0.15%-21.4pp | 418.27%-439.5pp |
| Employer contribution / active EE | $5,750 | $3,129+83.8% | $2,413+138.3% | $4,741+21.3% |
| Participant deferral / active EE | $9,020 | $4,693+92.2% | $3,985+126.3% | $6,401+40.9% |
| Admin fee / account holder | $143 | $9,132-98.4% | $6,835-97.9% | $11,429-98.8% |