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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 | $13,956 | $133,998-89.6% | $112,263-87.6% | $134,545-89.6% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -22.92% | 47.17%-70.1pp | 27.49%-50.4pp | 418.37%-441.3pp |
| Employer contribution / active EE | $827 | $4,040-79.5% | $3,636-77.3% | $4,742-82.6% |
| Participant deferral / active EE | $2,131 | $5,292-59.7% | $4,729-54.9% | $6,401-66.7% |
| Admin fee / account holder | $66 | $7,493-99.1% | $6,410-99.0% | $11,431-99.4% |