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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 | $14,353 | $45,872-68.7% | $77,096-81.4% | $68,486-79.0% |
| Participation rate | 27.3% | 55.9%-28.6pp | 67.9%-40.7pp | 67.9%-40.6pp |
| Annual return | -20.99% | 1.73%-22.7pp | 42.35%-63.3pp | -7.85%-13.1pp |
| Employer contribution / active EE | $469 | $1,650-71.6% | $2,814-83.3% | $2,597-82.0% |
| Participant deferral / active EE | $855 | $2,963-71.1% | $4,429-80.7% | $4,028-78.8% |
| Admin fee / account holder | $99 | $3,041-96.7% | $5,428-98.2% | $5,404-98.2% |