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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 | $71,382 | $138,078-48.3% | $125,363-43.1% | $134,509-46.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -30.73% | 750.49%-781.2pp | 572.15%-602.9pp | 418.13%-448.9pp |
| Employer contribution / active EE | $16,773 | $5,245+219.8% | $4,815+248.4% | $4,741+253.8% |
| Participant deferral / active EE | $9,750 | $7,800+25.0% | $7,447+30.9% | $6,400+52.3% |
| Admin fee / account holder | $184 | $11,566-98.4% | $10,005-98.2% | $11,427-98.4% |