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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 | $230,177 | $108,226+112.7% | $77,513+197.0% | $158,950+44.8% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | -38.62% | 31.67%-70.3pp | 54.81%-93.4pp | 302.91%-341.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |