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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 | $37,709 | $69,118-45.4% | $53,647-29.7% | $138,895-72.9% |
| Participation rate | 12.5% | 64.0%-51.5pp | 56.3%-43.8pp | 79.9%-67.4pp |
| Annual return | -72.53% | 248.26%-320.8pp | 358.33%-430.9pp | 145.39%-217.9pp |
| Employer contribution / active EE | $219 | $1,189-81.6% | $962-77.3% | $4,194-94.8% |
| Participant deferral / active EE | $250 | $2,274-89.0% | $1,813-86.2% | $6,396-96.1% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |