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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 | $192,224 | $110,551+73.9% | $80,741+138.1% | $167,536+14.7% |
| Participation rate | 5.3% | 64.0%-58.7pp | 54.2%-48.9pp | 82.1%-76.8pp |
| Annual return | -60.38% | 120.57%-181.0pp | 87.30%-147.7pp | 478.82%-539.2pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |