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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 | $29,869 | $123,155-75.7% | $108,753-72.5% | $155,188-80.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | -46.54% | 44.73%-91.3pp | 37.47%-84.0pp | 148.84%-195.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |