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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 | $184,224 | $125,778+46.5% | $114,563+60.8% | $154,746+19.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | -38.74% | 295.14%-333.9pp | 241.09%-279.8pp | 172.34%-211.1pp |
| Employer contribution / active EE | $452 | $2,806-83.9% | $2,592-82.5% | $4,379-89.7% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |