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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 | $172,361 | $124,346+38.6% | $111,308+54.9% | $167,536+2.9% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | -25.13% | 37.45%-62.6pp | 54.67%-79.8pp | 478.82%-503.9pp |
| Employer contribution / active EE | $1,946 | $3,437-43.4% | $2,732-28.8% | $4,839-59.8% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |