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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 | $195,902 | $105,929+84.9% | $81,926+139.1% | $158,950+23.2% |
| Participation rate | 18.2% | 75.6%-57.4pp | 72.0%-53.8pp | 82.0%-63.8pp |
| Annual return | -30.59% | 38.19%-68.8pp | 29.49%-60.1pp | 302.91%-333.5pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,248-100.0% |