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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 | $40,955 | $114,047-64.1% | $96,144-57.4% | $167,497-75.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | -16.12% | 189.89%-206.0pp | 191.96%-208.1pp | 478.62%-494.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,310-100.0% |