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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 | $88,754+8.6% | $81,820+17.8% | $145,877-33.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -7.74% | 1031.77%-1039.5pp | 777.93%-785.7pp | 551.28%-559.0pp |
| Employer contribution / active EE | $1,020 | $3,085-66.9% | $2,915-65.0% | $4,663-78.1% |
| Participant deferral / active EE | $9,750 | $4,648+109.8% | $4,323+125.6% | $6,691+45.7% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |