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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 | $52,868 | $138,102-61.7% | $125,381-57.8% | $134,532-60.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -28.71% | 750.73%-779.4pp | 572.31%-601.0pp | 418.27%-447.0pp |
| Employer contribution / active EE | $7,951 | $5,245+51.6% | $4,815+65.1% | $4,741+67.7% |
| Participant deferral / active EE | $13,468 | $7,801+72.7% | $7,448+80.8% | $6,401+110.4% |
| Admin fee / account holder | $16 | $11,568-99.9% | $10,007-99.8% | $11,429-99.9% |