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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 | $146,056 | $91,559+59.5% | $133,959+9.0% | $79,858+82.9% |
| Participation rate | 17.2% | 73.3%-56.1pp | 79.8%-62.6pp | 69.6%-52.4pp |
| Annual return | -18.40% | 61.85%-80.3pp | 45.09%-63.5pp | 31.72%-50.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,928-100.0% | $5,306-100.0% |