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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 | $84,016 | $90,607-7.3% | $79,467+5.7% | $135,380-37.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -12.15% | 977.74%-989.9pp | 718.30%-730.5pp | 519.81%-532.0pp |
| Employer contribution / active EE | $2,712 | $3,068-11.6% | $2,800-3.1% | $4,779-43.2% |
| Participant deferral / active EE | $2,915 | $4,050-28.0% | $3,704-21.3% | $5,609-48.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |