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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 | $179,971 | $76,608+134.9% | $56,077+220.9% | $145,877+23.4% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | -48.63% | 3009.59%-3058.2pp | 1709.28%-1757.9pp | 551.28%-599.9pp |
| Employer contribution / active EE | $771 | $1,382-44.2% | $1,040-25.9% | $4,663-83.5% |
| Participant deferral / active EE | $5,943 | $2,624+126.5% | $1,954+204.2% | $6,691-11.2% |
| Admin fee / account holder | $2 | $3,325-100.0% | $2,825-99.9% | $13,402-100.0% |