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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 | $73,611 | $88,702-17.0% | $81,780-10.0% | $145,978-49.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | -1.70% | 1029.12%-1030.8pp | 776.27%-778.0pp | 550.52%-552.2pp |
| Employer contribution / active EE | $3,468 | $3,084+12.4% | $2,914+19.0% | $4,662-25.6% |
| Participant deferral / active EE | $4,401 | $4,645-5.3% | $4,321+1.9% | $6,690-34.2% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |