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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 | $185,826 | $106,008+75.3% | $92,240+101.5% | $147,586+25.9% |
| Participation rate | 10.0% | 80.4%-70.4pp | 76.5%-66.5pp | 82.8%-72.8pp |
| Annual return | -19.49% | 50.05%-69.5pp | 176.29%-195.8pp | 578.59%-598.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |