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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 | $209,854 | $113,935+84.2% | $94,224+122.7% | $125,393+67.4% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | -3.77% | 5.29%-9.1pp | 10.68%-14.5pp | 282.23%-286.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,200 | $5,179-38.2% | $4,320-25.9% | $5,351-40.2% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,541-100.0% |