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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 | $69,126 | $52,279+32.2% | $89,414-22.7% | $79,852-13.4% |
| Participation rate | 2.2% | 57.5%-55.4pp | 68.0%-65.8pp | 69.6%-67.5pp |
| Annual return | -71.00% | 22.16%-93.2pp | 245.50%-316.5pp | 31.72%-102.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,883-100.0% | $5,306-100.0% |