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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 | $59,214 | $180,459-67.2% | $154,108-61.6% | $135,380-56.3% |
| Participation rate | 65.2% | 87.4%-22.2pp | 83.0%-17.8pp | 82.6%-17.4pp |
| Annual return | -9.99% | 888.21%-898.2pp | 735.21%-745.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,963 | $6,035-67.5% | $5,298-62.9% | $4,779-58.9% |
| Participant deferral / active EE | $4,468 | $5,806-23.0% | $5,081-12.1% | $5,609-20.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |