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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 | $145,779 | $106,549+36.8% | $91,225+59.8% | $134,509+8.4% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -23.04% | 160.73%-183.8pp | 114.10%-137.1pp | 418.13%-441.2pp |
| Employer contribution / active EE | $17,504 | $3,331+425.4% | $2,851+514.0% | $4,741+269.2% |
| Participant deferral / active EE | $5,317 | $4,719+12.7% | $4,234+25.6% | $6,400-16.9% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |