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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 | $21,620 | $92,219-76.6% | $76,768-71.8% | $135,379-84.0% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -10.37% | 5.46%-15.8pp | 2.43%-12.8pp | 519.79%-530.2pp |
| Employer contribution / active EE | $1,190 | $3,216-63.0% | $2,485-52.1% | $4,779-75.1% |
| Participant deferral / active EE | $2,090 | $4,508-53.6% | $3,852-45.7% | $5,609-62.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |