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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 | $164,653 | $84,628+94.6% | $61,501+167.7% | $134,545+22.4% |
| Participation rate | 35.0% | 62.2%-27.2pp | 52.6%-17.6pp | 81.2%-46.2pp |
| Annual return | -26.82% | 585.61%-612.4pp | 339.04%-365.9pp | 418.37%-445.2pp |
| Employer contribution / active EE | $950 | $1,545-38.5% | $1,160-18.1% | $4,742-80.0% |
| Participant deferral / active EE | $2,971 | $2,819+5.4% | $2,125+39.8% | $6,401-53.6% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |