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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 | $131,399 | $138,102-4.9% | $125,381+4.8% | $134,532-2.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -25.17% | 750.73%-775.9pp | 572.31%-597.5pp | 418.27%-443.4pp |
| Employer contribution / active EE | $1,630 | $5,245-68.9% | $4,815-66.1% | $4,741-65.6% |
| Participant deferral / active EE | $10,250 | $7,801+31.4% | $7,448+37.6% | $6,401+60.1% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |