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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 | $46,340 | $105,623-56.1% | $87,502-47.0% | $273,972-83.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | -37.17% | 12.26%-49.4pp | 12.21%-49.4pp | 41.46%-78.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |