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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 | $99,106 | $92,684+6.9% | $82,706+19.8% | $134,509-26.3% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -35.50% | 945.84%-981.3pp | 701.76%-737.3pp | 418.13%-453.6pp |
| Employer contribution / active EE | $563 | $3,272-82.8% | $3,007-81.3% | $4,741-88.1% |
| Participant deferral / active EE | $1,939 | $4,800-59.6% | $4,394-55.9% | $6,400-69.7% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |