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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 | $105,000 | $94,439+11.2% | $73,658+42.5% | $154,746-32.1% |
| Participation rate | 20.0% | 64.7%-44.7pp | 57.0%-37.0pp | 80.7%-60.7pp |
| Annual return | -3.48% | 28.25%-31.7pp | 29.72%-33.2pp | 172.34%-175.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |