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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 | $161,555 | $114,013+41.7% | $103,693+55.8% | $155,188+4.1% |
| Participation rate | 11.1% | 75.2%-64.1pp | 72.6%-61.5pp | 80.8%-69.7pp |
| Annual return | -29.25% | 49.31%-78.6pp | 47.61%-76.9pp | 148.84%-178.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |