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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 | $30,916 | $81,664-62.1% | $70,476-56.1% | $158,966-80.6% |
| Participation rate | 6.7% | 77.7%-71.1pp | 75.1%-68.4pp | 82.0%-75.3pp |
| Annual return | -84.95% | 208.59%-293.5pp | 109.12%-194.1pp | 302.95%-387.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |