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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 | $186,002 | $84,551+120.0% | $61,452+202.7% | $134,532+38.3% |
| Participation rate | 7.1% | 62.2%-55.1pp | 52.6%-45.4pp | 81.2%-74.1pp |
| Annual return | -44.73% | 585.39%-630.1pp | 338.96%-383.7pp | 418.27%-463.0pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |