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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 | $80,735 | $82,630-2.3% | $64,105+25.9% | $125,389-35.6% |
| Participation rate | 42.9% | 75.9%-33.0pp | 68.2%-25.3pp | 83.2%-40.3pp |
| Annual return | -8.49% | 1489.72%-1498.2pp | 791.24%-799.7pp | 282.24%-290.7pp |
| Employer contribution / active EE | $1,501 | $2,671-43.8% | $1,820-17.5% | $4,866-69.2% |
| Participant deferral / active EE | $6,502 | $3,608+80.2% | $2,822+130.4% | $5,352+21.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |