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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 | $67,184 | $138,078-51.3% | $125,363-46.4% | $134,509-50.1% |
| Participation rate | 9.1% | 84.5%-75.4pp | 82.4%-73.3pp | 81.2%-72.1pp |
| Annual return | -21.07% | 750.49%-771.6pp | 572.15%-593.2pp | 418.13%-439.2pp |
| Employer contribution / active EE | $11,594 | $5,245+121.1% | $4,815+140.8% | $4,741+144.6% |
| Participant deferral / active EE | $8,499 | $7,800+9.0% | $7,447+14.1% | $6,400+32.8% |
| Admin fee / account holder | $27 | $11,566-99.8% | $10,005-99.7% | $11,427-99.8% |