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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 | $115,272 | $160,059-28.0% | $140,019-17.7% | $135,379-14.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -9.97% | 911.44%-921.4pp | 651.15%-661.1pp | 519.79%-529.8pp |
| Employer contribution / active EE | $3,094 | $6,420-51.8% | $5,605-44.8% | $4,779-35.3% |
| Participant deferral / active EE | $10,507 | $7,641+37.5% | $6,927+51.7% | $5,609+87.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |