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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 | $191,838 | $176,402+8.8% | $134,162+43.0% | $158,966+20.7% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.9pp | 82.0%-48.6pp |
| Annual return | -75.90% | 63.66%-139.6pp | 36.35%-112.2pp | 302.95%-378.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6 | $8,719-99.9% | $6,685-99.9% | $11,250-99.9% |