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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 | $65,000 | $52,279+24.3% | $89,414-27.3% | $79,852-18.6% |
| Participation rate | 4.3% | 57.5%-53.2pp | 68.0%-63.6pp | 69.6%-65.3pp |
| Annual return | -8.45% | 22.16%-30.6pp | 245.50%-254.0pp | 31.72%-40.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,883-100.0% | $5,306-100.0% |