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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 | $90,947 | $72,071+26.2% | $68,368+33.0% | $137,256-33.7% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | -13.79% | 353.14%-366.9pp | 292.57%-306.4pp | 220.34%-234.1pp |
| Employer contribution / active EE | $1,612 | $2,788-42.2% | $2,649-39.1% | $4,156-61.2% |
| Participant deferral / active EE | $3,365 | $4,410-23.7% | $4,123-18.4% | $6,407-47.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |