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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 | $179,374 | $211,288-15.1% | $178,540+0.5% | $145,884+23.0% |
| Participation rate | 8.3% | 80.8%-72.5pp | 77.1%-68.8pp | 80.3%-72.0pp |
| Annual return | -57.97% | 30.27%-88.2pp | 27.15%-85.1pp | 551.85%-609.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |