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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 | $65,034+204.8% | $90,970+117.9% | $79,856+148.2% |
| Participation rate | 2.5% | 61.6%-59.1pp | 69.0%-66.5pp | 69.6%-67.1pp |
| Annual return | -4.76% | 30.45%-35.2pp | 134.60%-139.4pp | 31.71%-36.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |