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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 | $23,908 | $100,911-76.3% | $90,440-73.6% | $158,966-85.0% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.7%-50.5pp | 82.0%-59.7pp |
| Annual return | -90.11% | 1726.62%-1816.7pp | 1294.38%-1384.5pp | 302.95%-393.1pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |