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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 | $140,785 | $98,240+43.3% | $82,312+71.0% | $147,586-4.6% |
| Participation rate | 14.3% | 79.7%-65.4pp | 76.9%-62.6pp | 82.8%-68.5pp |
| Annual return | -13.33% | 30.85%-44.2pp | 25.88%-39.2pp | 578.59%-591.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |