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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 | $37,359 | $57,305-34.8% | $86,640-56.9% | $75,173-50.3% |
| Participation rate | 25.9% | 63.2%-37.3pp | 71.7%-45.8pp | 67.2%-41.3pp |
| Annual return | 12.63% | 2674.24%-2661.6pp | 592.52%-579.9pp | 160.72%-148.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $982 | $3,320-70.4% | $4,438-77.9% | $4,126-76.2% |
| Admin fee / account holder | $23 | $4,116-99.5% | $5,616-99.6% | $5,651-99.6% |