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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 | $121,755 | $111,785+8.9% | $93,669+30.0% | $145,877-16.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 5.32% | 203.79%-198.5pp | 133.59%-128.3pp | 551.28%-546.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,103 | $4,919-57.2% | $4,416-52.4% | $6,691-68.6% |
| Admin fee / account holder | $145 | $10,256-98.6% | $8,291-98.3% | $13,402-98.9% |