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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 | $100,000 | $114,013-12.3% | $103,693-3.6% | $155,188-35.6% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.6%-60.1pp | 80.8%-68.3pp |
| Annual return | -62.26% | 49.31%-111.6pp | 47.61%-109.9pp | 148.84%-211.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |