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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 | $233,422 | $123,000+89.8% | $105,582+121.1% | $198,609+17.5% |
| Participation rate | 50.0% | 76.8%-26.8pp | 71.8%-21.8pp | 82.4%-32.4pp |
| Annual return | -36.15% | 18.31%-54.5pp | 18.61%-54.8pp | 202.70%-238.8pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,254-100.0% | $12,856-100.0% | $19,030-100.0% |