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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 | $229,141 | $94,439+142.6% | $73,658+211.1% | $154,746+48.1% |
| Participation rate | 20.0% | 64.7%-44.7pp | 57.0%-37.0pp | 80.7%-60.7pp |
| Annual return | -40.96% | 28.25%-69.2pp | 29.72%-70.7pp | 172.34%-213.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $626 | $2,527-75.2% | $2,062-69.6% | $6,730-90.7% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |