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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 | $114,618 | $92,743+23.6% | $82,744+38.5% | $134,532-14.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -21.06% | 946.63%-967.7pp | 702.22%-723.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $4,404 | $3,273+34.6% | $3,008+46.4% | $4,741-7.1% |
| Participant deferral / active EE | $5,584 | $4,802+16.3% | $4,395+27.1% | $6,401-12.8% |
| Admin fee / account holder | $20 | $5,977-99.7% | $5,325-99.6% | $11,429-99.8% |