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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 | $122,524 | $178,174-31.2% | $156,181-21.5% | $137,256-10.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | -42.07% | 84.19%-126.3pp | 64.87%-106.9pp | 220.34%-262.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |