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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 | $230,392 | $102,616+124.5% | $81,981+181.0% | $158,931+45.0% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.3%-49.3pp | 82.0%-62.0pp |
| Annual return | -9.09% | 61.05%-70.1pp | 41.31%-50.4pp | 302.86%-312.0pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $8,236-100.0% | $5,664-100.0% | $11,247-100.0% |