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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 | $119,201 | $150,346-20.7% | $120,524-1.1% | $145,877-18.3% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | -0.23% | 154.40%-154.6pp | 107.36%-107.6pp | 551.28%-551.5pp |
| Employer contribution / active EE | $1,380 | $4,353-68.3% | $3,469-60.2% | $4,663-70.4% |
| Participant deferral / active EE | $3,141 | $6,172-49.1% | $4,994-37.1% | $6,691-53.1% |
| Admin fee / account holder | $1 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |