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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 | $65,000 | $96,123-32.4% | $77,361-16.0% | $198,609-67.3% |
| Participation rate | 50.0% | 81.1%-31.1pp | 75.0%-25.0pp | 82.4%-32.4pp |
| Annual return | -45.83% | 2054.81%-2100.6pp | 1011.54%-1057.4pp | 202.70%-248.5pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |