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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 | $169,134 | $162,529+4.1% | $130,788+29.3% | $154,746+9.3% |
| Participation rate | 40.0% | 75.9%-35.9pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | -12.77% | 510.48%-523.2pp | 386.44%-399.2pp | 172.34%-185.1pp |
| Employer contribution / active EE | $345 | $4,447-92.3% | $3,558-90.3% | $4,379-92.1% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |