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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 | $46,936 | $180,459-74.0% | $154,108-69.5% | $135,380-65.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.80% | 888.21%-897.0pp | 735.21%-744.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $3,361 | $6,035-44.3% | $5,298-36.6% | $4,779-29.7% |
| Participant deferral / active EE | $6,074 | $5,806+4.6% | $5,081+19.6% | $5,609+8.3% |
| Admin fee / account holder | $5 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |