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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 | $81,156 | $82,630-1.8% | $64,105+26.6% | $125,389-35.3% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | -5.25% | 1489.72%-1495.0pp | 791.24%-796.5pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,749 | $2,671-34.5% | $1,820-3.9% | $4,866-64.0% |
| Participant deferral / active EE | $5,395 | $3,608+49.5% | $2,822+91.2% | $5,352+0.8% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |