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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 | $57,073-8.0% | $85,126-38.3% | $80,925-35.1% |
| Participation rate | 5.6% | 56.4%-50.8pp | 67.5%-62.0pp | 67.7%-62.1pp |
| Annual return | -20.75% | 21.69%-42.4pp | 66.63%-87.4pp | 35.65%-56.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |