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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 | $68,065 | $180,459-62.3% | $154,108-55.8% | $135,380-49.7% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -10.28% | 888.21%-898.5pp | 735.21%-745.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $6,120 | $6,035+1.4% | $5,298+15.5% | $4,779+28.1% |
| Participant deferral / active EE | $5,756 | $5,806-0.9% | $5,081+13.3% | $5,609+2.6% |
| Admin fee / account holder | $40 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |