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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 | $150,246 | $100,938+48.8% | $90,461+66.1% | $158,982-5.5% |
| Participation rate | 17.6% | 75.0%-57.4pp | 72.7%-55.0pp | 82.0%-64.3pp |
| Annual return | -10.35% | 1727.20%-1737.6pp | 1294.76%-1305.1pp | 302.99%-313.3pp |
| Employer contribution / active EE | $1,038 | $3,691-71.9% | $3,264-68.2% | $4,763-78.2% |
| Participant deferral / active EE | $1,906 | $4,350-56.2% | $3,964-51.9% | $5,983-68.1% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |