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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 | $200,000 | $254,759-21.5% | $216,567-7.6% | $198,609+0.7% |
| Participation rate | 20.0% | 84.5%-64.5pp | 81.6%-61.6pp | 82.4%-62.4pp |
| Annual return | -33.33% | 10.04%-43.4pp | 12.94%-46.3pp | 202.70%-236.0pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |