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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 | $92,262 | $118,488-22.1% | $98,462-6.3% | $139,487-33.9% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | -22.47% | 18.96%-41.4pp | 21.17%-43.6pp | 373.84%-396.3pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |