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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 | $51,422 | $108,201-52.5% | $77,498-33.6% | $158,931-67.6% |
| Participation rate | 46.7% | 64.4%-17.8pp | 54.2%-7.5pp | 82.0%-35.3pp |
| Annual return | -25.68% | 31.68%-57.4pp | 54.79%-80.5pp | 302.86%-328.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $2,457-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,858-100.0% | $11,247-100.0% |