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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 | $174,471 | $108,695+60.5% | $74,722+133.5% | $152,897+14.1% |
| Participation rate | 66.7% | 65.4%+1.3pp | 54.5%+12.2pp | 82.5%-15.8pp |
| Annual return | -5.25% | 114.11%-119.4pp | 753.11%-758.4pp | 345.43%-350.7pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |