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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 | $200,000 | $114,130+75.2% | $96,192+107.9% | $167,553+19.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 8.11% | 190.07%-182.0pp | 192.09%-184.0pp | 478.89%-470.8pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |