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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 | $198,198 | $50,947+289.0% | $74,551+165.9% | $64,173+208.8% |
| Participation rate | 3.6% | 61.1%-57.5pp | 69.1%-65.6pp | 69.6%-66.0pp |
| Annual return | -11.11% | -1.85%-9.3pp | 32.53%-43.6pp | 7.63%-18.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |