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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 | $55,810 | $152,591-63.4% | $117,529-52.5% | $134,545-58.5% |
| Participation rate | 11.8% | 77.1%-65.3pp | 70.6%-58.8pp | 81.2%-69.5pp |
| Annual return | -22.32% | 53.04%-75.4pp | 29.77%-52.1pp | 418.37%-440.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,657 | $4,821-65.6% | $4,072-59.3% | $6,401-74.1% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |