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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 | $90,000 | $99,652-9.7% | $78,778+14.2% | $147,586-39.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | -2.70% | 47.28%-50.0pp | 35.62%-38.3pp | 578.59%-581.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |