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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 | $81,000 | $175,257-53.8% | $149,717-45.9% | $139,456-41.9% |
| Participation rate | 12.5% | 83.4%-70.9pp | 78.8%-66.3pp | 80.3%-67.8pp |
| Annual return | -10.00% | 166.70%-176.7pp | 134.41%-144.4pp | 373.45%-383.4pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |