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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 | $32,495 | $114,013-71.5% | $103,693-68.7% | $155,188-79.1% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.6%-54.5pp | 80.8%-62.6pp |
| Annual return | -65.35% | 49.31%-114.7pp | 47.61%-113.0pp | 148.84%-214.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |