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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 | $20,576 | $109,372-81.2% | $89,414-77.0% | $158,966-87.1% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | -14.84% | 345.55%-360.4pp | 245.50%-260.3pp | 302.95%-317.8pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $296 | $6,156-95.2% | $4,883-93.9% | $11,250-97.4% |