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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 | $231,238 | $138,114+67.4% | $125,391+84.4% | $134,545+71.9% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -29.29% | 750.88%-780.2pp | 572.41%-601.7pp | 418.37%-447.7pp |
| Employer contribution / active EE | $4,667 | $5,246-11.0% | $4,816-3.1% | $4,742-1.6% |
| Participant deferral / active EE | $3,750 | $7,801-51.9% | $7,448-49.7% | $6,401-41.4% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |