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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 | $161,734 | $111,830+44.6% | $93,696+72.6% | $145,884+10.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | -7.07% | 204.08%-211.1pp | 133.74%-140.8pp | 551.85%-558.9pp |
| Employer contribution / active EE | $911 | $3,093-70.5% | $2,422-62.4% | $4,662-80.5% |
| Participant deferral / active EE | $1,300 | $4,920-73.6% | $4,417-70.6% | $6,690-80.6% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |