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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 | $179,971 | $76,785+134.4% | $56,441+218.9% | $145,959+23.3% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | -48.63% | 3000.51%-3049.1pp | 1704.21%-1752.8pp | 561.95%-610.6pp |
| Employer contribution / active EE | $771 | $1,381-44.1% | $1,039-25.8% | $4,661-83.5% |
| Participant deferral / active EE | $5,943 | $2,624+126.5% | $1,953+204.3% | $6,689-11.1% |
| Admin fee / account holder | $2 | $3,334-100.0% | $2,829-99.9% | $13,398-100.0% |