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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 | $52,500 | $57,140-8.1% | $85,240-38.4% | $80,959-35.2% |
| Participation rate | 5.6% | 56.4%-50.9pp | 67.5%-62.0pp | 67.7%-62.1pp |
| Annual return | -20.75% | 21.71%-42.5pp | 66.75%-87.5pp | 35.67%-56.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |