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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 | $84,445 | $85,766-1.5% | $136,295-38.0% | $70,131+20.4% |
| Participation rate | 57.6% | 74.2%-16.6pp | 81.9%-24.3pp | 69.5%-12.0pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.97%-5156.0pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |