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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 | $170,950 | $29,667+476.2% | $56,441+202.9% | $80,874+111.4% |
| Participation rate | 2.2% | 41.7%-39.4pp | 52.5%-50.3pp | 67.6%-65.4pp |
| Annual return | -7.50% | 35.22%-42.7pp | 1704.21%-1711.7pp | 35.62%-43.1pp |
| Employer contribution / active EE | $123 | $669-81.7% | $1,039-88.2% | $2,756-95.5% |
| Participant deferral / active EE | $678 | $1,227-44.7% | $1,953-65.3% | $4,297-84.2% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |