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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 | $116,727 | $180,459-35.3% | $154,108-24.3% | $135,380-13.8% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -12.68% | 888.21%-900.9pp | 735.21%-747.9pp | 519.81%-532.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,197 | $5,806+24.0% | $5,081+41.7% | $5,609+28.3% |
| Admin fee / account holder | $51 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |