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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 | $150,000 | $174,379-14.0% | $152,093-1.4% | $138,895+8.0% |
| Participation rate | 6.3% | 81.6%-75.4pp | 77.8%-71.5pp | 79.9%-73.7pp |
| Annual return | -45.45% | 74.86%-120.3pp | 66.36%-111.8pp | 145.39%-190.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |