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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 | $126,229 | $99,009+27.5% | $86,581+45.8% | $147,585-14.5% |
| Participation rate | 8.3% | 76.3%-68.0pp | 73.5%-65.2pp | 82.8%-74.5pp |
| Annual return | -34.50% | 1312.70%-1347.2pp | 965.06%-999.6pp | 578.58%-613.1pp |
| Employer contribution / active EE | $246 | $3,132-92.1% | $2,840-91.3% | $4,876-95.0% |
| Participant deferral / active EE | $877 | $3,972-77.9% | $3,609-75.7% | $5,439-83.9% |
| Admin fee / account holder | $193 | $5,709-96.6% | $4,904-96.1% | $10,886-98.2% |