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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 | $80,024 | $180,459-55.7% | $154,108-48.1% | $135,380-40.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -16.33% | 888.21%-904.5pp | 735.21%-751.5pp | 519.81%-536.1pp |
| Employer contribution / active EE | $1,554 | $6,035-74.3% | $5,298-70.7% | $4,779-67.5% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |