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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 | $140,714 | $67,823+107.5% | $52,425+168.4% | $137,256+2.5% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | -19.51% | 219.11%-238.6pp | 302.12%-321.6pp | 220.34%-239.8pp |
| Employer contribution / active EE | $200 | $1,163-82.8% | $914-78.1% | $4,156-95.2% |
| Participant deferral / active EE | $250 | $2,288-89.1% | $1,790-86.0% | $6,407-96.1% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |