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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 | $27,570 | $172,758-84.0% | $149,600-81.6% | $138,895-80.2% |
| Participation rate | 11.1% | 80.2%-69.1pp | 77.2%-66.0pp | 79.9%-68.8pp |
| Annual return | -81.28% | 181.17%-262.4pp | 129.59%-210.9pp | 145.39%-226.7pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,180-100.0% | $7,203-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $17,615-100.0% | $13,963-100.0% | $12,562-100.0% |