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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 | $46,886 | $176,402-73.4% | $134,162-65.1% | $158,966-70.5% |
| Participation rate | 9.1% | 78.7%-69.6pp | 72.2%-63.1pp | 82.0%-72.9pp |
| Annual return | -41.39% | 63.66%-105.0pp | 36.35%-77.7pp | 302.95%-344.3pp |
| 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 | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |