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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 | $205,207 | $99,032+107.2% | $80,022+156.4% | $135,379+51.6% |
| Participation rate | 14.3% | 78.4%-64.1pp | 75.8%-61.5pp | 82.6%-68.4pp |
| Annual return | -22.99% | 15.39%-38.4pp | 11.22%-34.2pp | 519.79%-542.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |