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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 | $78,514 | $90,607-13.3% | $79,467-1.2% | $135,380-42.0% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -9.90% | 977.74%-987.6pp | 718.30%-728.2pp | 519.81%-529.7pp |
| Employer contribution / active EE | $2,623 | $3,068-14.5% | $2,800-6.3% | $4,779-45.1% |
| Participant deferral / active EE | $3,489 | $4,050-13.9% | $3,704-5.8% | $5,609-37.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |