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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 | $188,292 | $223,823-15.9% | $211,142-10.8% | $154,746+21.7% |
| Participation rate | 9.1% | 87.9%-78.8pp | 87.3%-78.2pp | 80.7%-71.6pp |
| Annual return | -28.42% | 50.39%-78.8pp | 46.84%-75.3pp | 172.34%-200.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |