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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 | $128,908 | $202,463-36.3% | $169,397-23.9% | $139,487-7.6% |
| Participation rate | 33.3% | 81.1%-47.8pp | 77.2%-43.8pp | 80.3%-47.0pp |
| Annual return | -11.23% | 532.64%-543.9pp | 406.23%-417.5pp | 373.84%-385.1pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $24 | $10,726-99.8% | $9,017-99.7% | $11,407-99.8% |