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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 | $238,355 | $34,316+594.6% | $74,722+219.0% | $72,975+226.6% |
| Participation rate | 1.7% | 42.4%-40.7pp | 54.5%-52.8pp | 69.5%-67.8pp |
| Annual return | 4.87% | 26.58%-21.7pp | 753.11%-748.2pp | 81.01%-76.1pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,963-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |