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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 | $100,000 | $84,518+18.3% | $67,704+47.7% | $125,389-20.2% |
| Participation rate | 25.0% | 74.8%-49.8pp | 67.5%-42.5pp | 83.2%-58.2pp |
| Annual return | -50.00% | 2.57%-52.6pp | 25.41%-75.4pp | 282.24%-332.2pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |