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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 | $189,440 | $108,695+74.3% | $74,722+153.5% | $152,897+23.9% |
| Participation rate | 17.6% | 65.4%-47.7pp | 54.5%-36.8pp | 82.5%-64.8pp |
| Annual return | -23.12% | 114.11%-137.2pp | 753.11%-776.2pp | 345.43%-368.6pp |
| Employer contribution / active EE | $777 | $1,504-48.4% | $1,084-28.4% | $4,764-83.7% |
| Participant deferral / active EE | $1,605 | $2,712-40.8% | $1,963-18.2% | $5,851-72.6% |
| Admin fee / account holder | $3 | $4,906-99.9% | $3,335-99.9% | $11,599-100.0% |