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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 | $132,783 | $91,536+45.1% | $130,062+2.1% | $75,177+76.6% |
| Participation rate | 33.3% | 71.5%-38.1pp | 78.5%-45.2pp | 67.2%-33.9pp |
| Annual return | 9.03% | -631.62%+640.7pp | -137.37%+146.4pp | 160.75%-151.7pp |
| Employer contribution / active EE | $1,499 | $2,845-47.3% | $4,322-65.3% | $2,671-43.9% |
| Participant deferral / active EE | $3,883 | $4,343-10.6% | $5,821-33.3% | $4,126-5.9% |
| Admin fee / account holder | $50 | $6,780-99.3% | $10,601-99.5% | $5,651-99.1% |