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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 | $87,086 | $209,422-58.4% | $178,503-51.2% | $158,982-45.2% |
| Participation rate | 55.6% | 86.4%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | -5.89% | 188.81%-194.7pp | 151.12%-157.0pp | 302.99%-308.9pp |
| Employer contribution / active EE | $2,291 | $5,707-59.9% | $5,011-54.3% | $4,763-51.9% |
| Participant deferral / active EE | $2,291 | $5,955-61.5% | $5,202-56.0% | $5,983-61.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |