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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 | $169,822 | $96,678+75.7% | $86,640+96.0% | $139,466+21.8% |
| Participation rate | 22.2% | 74.4%-52.2pp | 71.7%-49.5pp | 80.3%-58.1pp |
| Annual return | -23.64% | 106.69%-130.3pp | 592.52%-616.2pp | 373.66%-397.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4 | $6,410-99.9% | $5,616-99.9% | $11,409-100.0% |