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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 | $203,221 | $88,585+129.4% | $69,884+190.8% | $134,532+51.1% |
| Participation rate | 28.6% | 74.9%-46.3pp | 70.5%-41.9pp | 81.2%-52.7pp |
| Annual return | -22.45% | 442.80%-465.3pp | 190.81%-213.3pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,232 | $3,235-61.9% | $2,560-51.9% | $4,741-74.0% |
| Participant deferral / active EE | $4,900 | $4,770+2.7% | $3,848+27.3% | $6,401-23.4% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |