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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 | $204,705 | $116,190+76.2% | $93,614+118.7% | $152,885+33.9% |
| Participation rate | 25.0% | 78.0%-53.0pp | 75.8%-50.8pp | 82.5%-57.5pp |
| Annual return | -31.91% | 35.96%-67.9pp | 32.76%-64.7pp | 345.39%-377.3pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |