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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 | $249,981 | $77,908+220.9% | $149,696+67.0% | $75,173+232.5% |
| Participation rate | 3.7% | 65.6%-61.9pp | 78.8%-75.1pp | 67.2%-63.5pp |
| Annual return | -25.00% | 31.73%-56.7pp | 134.46%-159.5pp | 160.72%-185.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |