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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 | $148,372 | $110,093+34.8% | $97,295+52.5% | $145,897+1.7% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | -4.25% | 244.76%-249.0pp | 75.62%-79.9pp | 552.29%-556.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |