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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 | $29,733+474.9% | $56,025+205.1% | $80,959+111.2% |
| Participation rate | 2.2% | 41.7%-39.5pp | 52.5%-50.3pp | 67.7%-65.4pp |
| Annual return | -7.50% | 35.28%-42.8pp | 1712.69%-1720.2pp | 35.67%-43.2pp |
| Employer contribution / active EE | $123 | $672-81.7% | $1,042-88.2% | $2,757-95.5% |
| Participant deferral / active EE | $678 | $1,229-44.9% | $1,955-65.3% | $4,300-84.2% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |