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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 | $249,717 | $109,411+128.2% | $89,435+179.2% | $158,982+57.1% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | -1.18% | 345.68%-346.9pp | 245.55%-246.7pp | 302.99%-304.2pp |
| Employer contribution / active EE | $1,441 | $3,173-54.6% | $2,587-44.3% | $4,763-69.7% |
| Participant deferral / active EE | $3,781 | $4,600-17.8% | $3,890-2.8% | $5,983-36.8% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |