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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 | $46,195 | $99,647-53.6% | $86,439-46.6% | $134,509-65.7% |
| Participation rate | 55.6% | 82.1%-26.5pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -41.29% | 6784.13%-6825.4pp | 4395.55%-4436.8pp | 418.13%-459.4pp |
| Employer contribution / active EE | $14,838 | $4,401+237.2% | $3,769+293.7% | $4,741+213.0% |
| Participant deferral / active EE | $4,983 | $7,246-31.2% | $6,952-28.3% | $6,400-22.2% |
| Admin fee / account holder | $7 | $8,373-99.9% | $6,732-99.9% | $11,427-99.9% |