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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 | $133,834 | $96,137+39.2% | $135,987-1.6% | $80,911+65.4% |
| Participation rate | 6.7% | 71.2%-64.6pp | 76.4%-69.8pp | 67.6%-61.0pp |
| Annual return | -0.65% | 28.70%-29.4pp | 579.77%-580.4pp | 35.63%-36.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,214-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,236-100.0% | $6,716-100.0% | $6,935-100.0% |