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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 | $12,225 | $92,766-86.8% | $82,763-85.2% | $134,545-90.9% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -100.93% | 946.97%-1047.9pp | 702.45%-803.4pp | 418.37%-519.3pp |
| Employer contribution / active EE | $2,717 | $3,273-17.0% | $3,008-9.7% | $4,742-42.7% |
| Participant deferral / active EE | $4,622 | $4,802-3.8% | $4,395+5.2% | $6,401-27.8% |
| Admin fee / account holder | $62 | $5,978-99.0% | $5,325-98.8% | $11,431-99.5% |