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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 | $157,343 | $115,225+36.6% | $100,712+56.2% | $138,895+13.3% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | -2.98% | 40.35%-43.3pp | 33.27%-36.3pp | 145.39%-148.4pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |