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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 | $221,743 | $156,616+41.6% | $133,346+66.3% | $198,609+11.6% |
| Participation rate | 33.3% | 77.7%-44.4pp | 72.8%-39.5pp | 82.4%-49.0pp |
| Annual return | -2.50% | 44.25%-46.7pp | 36.85%-39.3pp | 202.70%-205.2pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |