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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 | $66,792 | $116,203-42.5% | $93,621-28.7% | $152,897-56.3% |
| Participation rate | 10.0% | 78.1%-68.1pp | 75.8%-65.8pp | 82.5%-72.5pp |
| Annual return | -34.19% | 35.96%-70.2pp | 32.76%-66.9pp | 345.43%-379.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |