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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 | $114,018 | $147,594-22.7% | $121,871-6.4% | $198,609-42.6% |
| Participation rate | 25.0% | 78.0%-53.0pp | 73.2%-48.2pp | 82.4%-57.4pp |
| Annual return | -17.15% | 12.94%-30.1pp | 13.57%-30.7pp | 202.70%-219.9pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,134-100.0% | $11,551-100.0% | $19,030-100.0% |