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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 | $124,169 | $135,645-8.5% | $110,243+12.6% | $135,380-8.3% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -9.09% | 513.24%-522.3pp | 314.76%-323.9pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,897 | $4,907-61.3% | $3,827-50.4% | $4,779-60.3% |
| Participant deferral / active EE | $4,403 | $5,507-20.0% | $4,672-5.8% | $5,609-21.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |