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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 | $139,706 | $104,937+33.1% | $84,628+65.1% | $152,897-8.6% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | -23.40% | 373.88%-397.3pp | 258.80%-282.2pp | 345.43%-368.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |