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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 | $48,171 | $90,606-46.8% | $79,466-39.4% | $135,379-64.4% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -11.86% | 977.69%-989.5pp | 718.28%-730.1pp | 519.79%-531.6pp |
| Employer contribution / active EE | $4,363 | $3,068+42.2% | $2,800+55.8% | $4,779-8.7% |
| Participant deferral / active EE | $5,750 | $4,050+42.0% | $3,704+55.2% | $5,609+2.5% |
| Admin fee / account holder | $13 | $5,895-99.8% | $5,104-99.7% | $10,828-99.9% |