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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 | $89,118 | $84,684+5.2% | $73,835+20.7% | $125,388-28.9% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | -4.51% | 3123.93%-3128.4pp | 2268.13%-2272.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,863 | $3,123-40.4% | $2,788-33.2% | $4,866-61.7% |
| Participant deferral / active EE | $6,000 | $3,993+50.3% | $3,583+67.5% | $5,352+12.1% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |