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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 | $121,891 | $92,219+32.2% | $76,768+58.8% | $135,379-10.0% |
| Participation rate | 20.0% | 79.8%-59.8pp | 77.0%-57.0pp | 82.6%-62.6pp |
| Annual return | -83.85% | 5.46%-89.3pp | 2.43%-86.3pp | 519.79%-603.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |