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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 | $12,587 | $133,981-90.6% | $112,249-88.8% | $134,532-90.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -29.92% | 47.16%-77.1pp | 27.48%-57.4pp | 418.27%-448.2pp |
| Employer contribution / active EE | $1,568 | $4,040-61.2% | $3,636-56.9% | $4,741-66.9% |
| Participant deferral / active EE | $5,730 | $5,292+8.3% | $4,729+21.2% | $6,401-10.5% |
| Admin fee / account holder | $17 | $7,492-99.8% | $6,412-99.7% | $11,429-99.9% |