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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 | $71,027 | $138,102-48.6% | $125,381-43.4% | $134,532-47.2% |
| Participation rate | 13.3% | 84.5%-71.2pp | 82.4%-69.0pp | 81.2%-67.9pp |
| Annual return | -28.42% | 750.73%-779.1pp | 572.31%-600.7pp | 418.27%-446.7pp |
| Employer contribution / active EE | $2,980 | $5,245-43.2% | $4,815-38.1% | $4,741-37.1% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |