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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 | $63,974 | $138,075-53.7% | $123,552-48.2% | $135,379-52.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -21.46% | 153.70%-175.2pp | 119.20%-140.7pp | 519.79%-541.2pp |
| Employer contribution / active EE | $7,590 | $5,152+47.3% | $4,628+64.0% | $4,779+58.8% |
| Participant deferral / active EE | $9,250 | $6,800+36.0% | $6,426+43.9% | $5,609+64.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |