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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 | $167,362-10.4% | $143,799+4.3% | $134,532+11.5% |
| Participation rate | 5.9% | 84.8%-78.9pp | 80.3%-74.4pp | 81.2%-75.3pp |
| Annual return | -47.92% | 0.47%-48.4pp | -0.04%-47.9pp | 418.27%-466.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |