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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 | $13,019 | $109,344-88.1% | $89,400-85.4% | $158,950-91.8% |
| Participation rate | 11.1% | 74.3%-63.2pp | 68.0%-56.9pp | 82.0%-70.9pp |
| Annual return | -94.21% | 345.73%-439.9pp | 245.64%-339.9pp | 302.91%-397.1pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |