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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 | $105,191 | $138,114-23.8% | $125,391-16.1% | $134,545-21.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -38.88% | 750.88%-789.8pp | 572.41%-611.3pp | 418.37%-457.3pp |
| Employer contribution / active EE | $9,491 | $5,246+80.9% | $4,816+97.1% | $4,742+100.2% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $13 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |