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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 | $29,716+475.3% | $56,077+204.8% | $80,925+111.2% |
| Participation rate | 2.2% | 41.7%-39.5pp | 52.5%-50.3pp | 67.7%-65.4pp |
| Annual return | -7.50% | 35.30%-42.8pp | 1709.28%-1716.8pp | 35.65%-43.1pp |
| Employer contribution / active EE | $123 | $671-81.7% | $1,040-88.2% | $2,756-95.5% |
| Participant deferral / active EE | $678 | $1,228-44.8% | $1,954-65.3% | $4,299-84.2% |
| Admin fee / account holder | $0 | $2,432-100.0% | $2,825-100.0% | $6,940-100.0% |