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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 | $125,016 | $152,597-18.1% | $117,533+6.4% | $134,532-7.1% |
| Participation rate | 16.7% | 77.1%-60.4pp | 70.6%-53.9pp | 81.2%-64.6pp |
| Annual return | -90.38% | 53.04%-143.4pp | 29.77%-120.2pp | 418.27%-508.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |