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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 | $199,165 | $104,577+90.4% | $76,667+159.8% | $152,909+30.3% |
| Participation rate | 20.0% | 76.6%-56.6pp | 72.1%-52.1pp | 82.5%-62.5pp |
| Annual return | -20.00% | 1014.36%-1034.4pp | 1166.74%-1186.7pp | 345.46%-365.5pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |