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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 | $139,277 | $148,623-6.3% | $135,974+2.4% | $139,466-0.1% |
| Participation rate | 5.9% | 83.9%-78.0pp | 81.9%-76.0pp | 80.3%-74.4pp |
| Annual return | -21.08% | 79.30%-100.4pp | 68.30%-89.4pp | 373.66%-394.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |