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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 | $31,972 | $124,187-74.3% | $108,410-70.5% | $167,518-80.9% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | -33.22% | 1379.80%-1413.0pp | 905.34%-938.6pp | 478.71%-511.9pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,562-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |