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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 | $67,060 | $125,190-46.4% | $105,624-36.5% | $145,897-54.0% |
| Participation rate | 13.3% | 77.6%-64.3pp | 75.3%-61.9pp | 80.3%-67.0pp |
| Annual return | -12.76% | 225.22%-238.0pp | 116.20%-129.0pp | 552.29%-565.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |