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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 | $23,320 | $97,729-76.1% | $83,830-72.2% | $135,379-82.8% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -13.05% | 1287.52%-1300.6pp | 850.97%-864.0pp | 519.79%-532.8pp |
| Employer contribution / active EE | $895 | $4,222-78.8% | $3,631-75.4% | $4,779-81.3% |
| Participant deferral / active EE | $1,830 | $4,683-60.9% | $4,082-55.2% | $5,609-67.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |