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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 | $103,320 | $180,462-42.7% | $154,111-33.0% | $135,379-23.7% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -12.07% | 888.17%-900.2pp | 735.18%-747.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $1,530 | $6,036-74.6% | $5,298-71.1% | $4,779-68.0% |
| Participant deferral / active EE | $7,757 | $5,806+33.6% | $5,081+52.7% | $5,609+38.3% |
| Admin fee / account holder | $118 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |