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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 | $216,167 | $111,830+93.3% | $93,696+130.7% | $145,884+48.2% |
| Participation rate | 47.4% | 74.2%-26.9pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | -2.20% | 204.08%-206.3pp | 133.74%-135.9pp | 551.85%-554.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |