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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 | $8,619 | $149,040-94.2% | $120,225-92.8% | $137,256-93.7% |
| Participation rate | 62.5% | 75.4%-12.9pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | -110.06% | 605.68%-715.7pp | 439.23%-549.3pp | 220.34%-330.4pp |
| Employer contribution / active EE | $4,033 | $4,350-7.3% | $3,475+16.0% | $4,156-3.0% |
| Participant deferral / active EE | $7,118 | $4,655+52.9% | $3,999+78.0% | $6,407+11.1% |
| Admin fee / account holder | $58 | $6,348-99.1% | $5,696-99.0% | $12,270-99.5% |