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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 | $93,925 | $755,339-87.6% | $379,746-75.3% | $158,982-40.9% |
| Participation rate | 50.0% | 81.8%-31.8pp | 78.4%-28.4pp | 82.0%-32.0pp |
| Annual return | -9.20% | 53.41%-62.6pp | 34.90%-44.1pp | 302.99%-312.2pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,252-100.0% |