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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 | $39,435 | $148,623-73.5% | $135,974-71.0% | $139,466-71.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | -10.27% | 79.30%-89.6pp | 68.30%-78.6pp | 373.66%-383.9pp |
| Employer contribution / active EE | $12,726 | $5,246+142.6% | $4,859+161.9% | $4,754+167.7% |
| Participant deferral / active EE | $12,616 | $8,103+55.7% | $7,760+62.6% | $6,712+88.0% |
| Admin fee / account holder | $175 | $12,406-98.6% | $10,767-98.4% | $11,409-98.5% |