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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 | $153,665 | $126,113+21.8% | $116,096+32.4% | $155,188-1.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 73.3%-23.3pp | 80.8%-30.8pp |
| Annual return | -41.48% | 391.72%-433.2pp | 326.25%-367.7pp | 148.84%-190.3pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |