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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 | $122,715 | $97,732+25.6% | $83,831+46.4% | $135,380-9.4% |
| Participation rate | 55.0% | 80.0%-25.0pp | 76.1%-21.1pp | 82.6%-27.6pp |
| Annual return | -11.41% | 1287.56%-1299.0pp | 850.99%-862.4pp | 519.81%-531.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,291 | $4,683-51.1% | $4,082-43.9% | $5,609-59.2% |
| Admin fee / account holder | $23 | $6,675-99.7% | $5,479-99.6% | $10,828-99.8% |