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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 | $118,310 | $76,519+54.6% | $56,025+111.2% | $145,897-18.9% |
| Participation rate | 5.6% | 63.2%-57.7pp | 52.5%-47.0pp | 80.3%-74.8pp |
| Annual return | -9.16% | 3017.03%-3026.2pp | 1712.69%-1721.8pp | 552.29%-561.5pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |