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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 | $132,467 | $68,097+94.5% | $62,929+110.5% | $137,256-3.5% |
| Participation rate | 54.5% | 77.4%-22.9pp | 73.1%-18.6pp | 80.0%-25.4pp |
| Annual return | -0.47% | 1859.11%-1859.6pp | 1063.93%-1064.4pp | 220.34%-220.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16 | $6,521-99.8% | $5,065-99.7% | $12,270-99.9% |