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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 | $116,026 | $84,684+37.0% | $73,835+57.1% | $125,388-7.5% |
| Participation rate | 22.2% | 76.8%-54.5pp | 73.4%-51.2pp | 83.2%-61.0pp |
| Annual return | -40.18% | 3123.93%-3164.1pp | 2268.13%-2308.3pp | 282.24%-322.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $48 | $5,691-99.2% | $4,880-99.0% | $9,541-99.5% |