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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 | $163,931 | $81,749+100.5% | $58,544+180.0% | $139,456+17.6% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | -18.14% | 7425.45%-7443.6pp | 4249.56%-4267.7pp | 373.45%-391.6pp |
| Employer contribution / active EE | $1,418 | $1,398+1.4% | $1,053+34.6% | $4,753-70.2% |
| Participant deferral / active EE | $1,624 | $2,555-36.5% | $1,923-15.6% | $6,711-75.8% |
| Admin fee / account holder | $0 | $3,272-100.0% | $2,520-100.0% | $11,407-100.0% |