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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 | $26,904 | $92,684-71.0% | $82,706-67.5% | $134,509-80.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -21.72% | 945.84%-967.6pp | 701.76%-723.5pp | 418.13%-439.9pp |
| Employer contribution / active EE | $727 | $3,272-77.8% | $3,007-75.8% | $4,741-84.7% |
| Participant deferral / active EE | $5,247 | $4,800+9.3% | $4,394+19.4% | $6,400-18.0% |
| Admin fee / account holder | $268 | $5,982-95.5% | $5,329-95.0% | $11,427-97.7% |