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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 | $67,526 | $180,466-62.6% | $154,114-56.2% | $135,382-50.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -9.43% | 888.15%-897.6pp | 735.16%-744.6pp | 519.77%-529.2pp |
| Employer contribution / active EE | $1,800 | $6,035-70.2% | $5,298-66.0% | $4,779-62.3% |
| Participant deferral / active EE | $8,273 | $5,806+42.5% | $5,081+62.8% | $5,609+47.5% |
| Admin fee / account holder | $10 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |