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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 | $133,045 | $176,402-24.6% | $134,162-0.8% | $158,966-16.3% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.9pp | 82.0%-48.6pp |
| Annual return | -41.46% | 63.66%-105.1pp | 36.35%-77.8pp | 302.95%-344.4pp |
| Employer contribution / active EE | $63 | $5,042-98.7% | $3,705-98.3% | $4,762-98.7% |
| Participant deferral / active EE | $63 | $4,093-98.5% | $3,500-98.2% | $5,983-98.9% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |