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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 | $150,554 | $114,073+32.0% | $96,161+56.6% | $167,518-10.1% |
| Participation rate | 11.1% | 75.1%-64.0pp | 68.4%-57.3pp | 82.1%-71.0pp |
| Annual return | -31.74% | 189.95%-221.7pp | 192.01%-223.7pp | 478.71%-510.4pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |