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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 | $44,411 | $110,248-59.7% | $95,728-53.6% | $139,456-68.2% |
| Participation rate | 20.0% | 75.7%-55.7pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | -30.46% | 27.16%-57.6pp | 28.40%-58.9pp | 373.45%-403.9pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |