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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 | $199,281 | $190,916+4.4% | $160,037+24.5% | $134,545+48.1% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.0%-78.0pp | 81.2%-81.2pp |
| Annual return | -23.25% | 552.79%-576.0pp | 408.95%-432.2pp | 418.37%-441.6pp |
| Employer contribution / active EE | $61,000 | $4,996+1121.1% | $4,226+1343.6% | $4,742+1186.5% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $293 | $10,497-97.2% | $8,716-96.6% | $11,431-97.4% |