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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 | $166,641 | $124,980+33.3% | $108,359+53.8% | $154,746+7.7% |
| Participation rate | 14.3% | 75.2%-60.9pp | 70.1%-55.8pp | 80.7%-66.4pp |
| Annual return | -5.35% | 45.00%-50.4pp | 36.89%-42.2pp | 172.34%-177.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |