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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 | $112,728 | $112,935-0.2% | $90,970+23.9% | $158,966-29.1% |
| Participation rate | 11.1% | 74.7%-63.6pp | 69.0%-57.9pp | 82.0%-70.9pp |
| Annual return | -79.18% | 215.79%-295.0pp | 134.58%-213.8pp | 302.95%-382.1pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $60 | $8,045-99.3% | $5,960-99.0% | $11,250-99.5% |