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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 | $101,563 | $37,156+173.3% | $83,854+21.1% | $86,983+16.8% |
| Participation rate | 1.6% | 49.1%-47.4pp | 59.1%-57.5pp | 69.5%-67.9pp |
| Annual return | -54.81% | 29.88%-84.7pp | 31.39%-86.2pp | 25.83%-80.6pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $2,510-100.0% | $3,197-100.0% | $7,856-100.0% |