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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 | $96,380 | $88,710+8.6% | $81,783+17.8% | $145,959-34.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -7.74% | 1027.26%-1035.0pp | 775.05%-782.8pp | 561.95%-569.7pp |
| Employer contribution / active EE | $1,020 | $3,083-66.9% | $2,913-65.0% | $4,661-78.1% |
| Participant deferral / active EE | $9,750 | $4,645+109.9% | $4,320+125.7% | $6,689+45.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |