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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 | $111,785+44.7% | $93,669+72.7% | $145,877+10.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | -7.07% | 203.79%-210.9pp | 133.59%-140.7pp | 551.28%-558.4pp |
| Employer contribution / active EE | $911 | $3,096-70.6% | $2,424-62.4% | $4,663-80.5% |
| Participant deferral / active EE | $1,300 | $4,919-73.6% | $4,416-70.6% | $6,691-80.6% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |