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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 | $136,665 | $99,644+37.2% | $86,438+58.1% | $134,532+1.6% |
| Participation rate | 54.5% | 82.1%-27.5pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -24.51% | 6787.26%-6811.8pp | 4397.19%-4421.7pp | 418.27%-442.8pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,319 | $7,247-40.4% | $6,952-37.9% | $6,401-32.5% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |