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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 | $220,183 | $121,701+80.9% | $104,639+110.4% | $158,982+38.5% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | -21.84% | 465.72%-487.6pp | 340.67%-362.5pp | 302.99%-324.8pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |