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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 | $38,755 | $154,193-74.9% | $130,045-70.2% | $139,466-72.2% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.5%-48.5pp | 80.3%-50.3pp |
| Annual return | -15.02% | 32.51%-47.5pp | -137.30%+122.3pp | 373.66%-388.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |