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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 | $122,072 | $125,778-2.9% | $114,563+6.6% | $154,746-21.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.9%-39.6pp | 80.7%-47.4pp |
| Annual return | -10.40% | 295.14%-305.5pp | 241.09%-251.5pp | 172.34%-182.7pp |
| Employer contribution / active EE | $489 | $2,806-82.6% | $2,592-81.1% | $4,379-88.8% |
| Participant deferral / active EE | $6,628 | $4,445+49.1% | $4,142+60.0% | $6,730-1.5% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |