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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 | $89,959 | $84,628+6.3% | $61,501+46.3% | $134,545-33.1% |
| Participation rate | 11.1% | 62.2%-51.1pp | 52.6%-41.5pp | 81.2%-70.1pp |
| Annual return | -31.05% | 585.61%-616.7pp | 339.04%-370.1pp | 418.37%-449.4pp |
| Employer contribution / active EE | $338 | $1,545-78.1% | $1,160-70.8% | $4,742-92.9% |
| Participant deferral / active EE | $2,889 | $2,819+2.5% | $2,125+36.0% | $6,401-54.9% |
| Admin fee / account holder | $20 | $2,587-99.2% | $2,132-99.1% | $11,431-99.8% |