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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 | $116,690 | $102,663+13.7% | $86,216+35.3% | $139,466-16.3% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | -6.08% | 1924.52%-1930.6pp | 1169.42%-1175.5pp | 373.66%-379.7pp |
| Employer contribution / active EE | $1,597 | $3,035-47.4% | $2,382-32.9% | $4,754-66.4% |
| Participant deferral / active EE | $6,462 | $4,677+38.1% | $3,986+62.1% | $6,712-3.7% |
| Admin fee / account holder | $245 | $8,663-97.2% | $6,853-96.4% | $11,409-97.9% |