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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 | $194,182 | $135,645+43.2% | $110,243+76.1% | $135,379+43.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -13.42% | 513.24%-526.7pp | 314.76%-328.2pp | 519.79%-533.2pp |
| Employer contribution / active EE | $18,000 | $4,907+266.8% | $3,827+370.4% | $4,779+276.7% |
| Participant deferral / active EE | $21,249 | $5,507+285.9% | $4,672+354.8% | $5,609+278.8% |
| Admin fee / account holder | $36 | $11,458-99.7% | $8,548-99.6% | $10,828-99.7% |