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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 | $109,023 | $84,551+28.9% | $61,452+77.4% | $134,532-19.0% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -34.36% | 585.39%-619.7pp | 338.96%-373.3pp | 418.27%-452.6pp |
| Employer contribution / active EE | $143 | $1,545-90.8% | $1,160-87.7% | $4,741-97.0% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |