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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 | $71,974 | $104,520-31.1% | $76,823-6.3% | $152,885-52.9% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.5%-32.5pp |
| Annual return | -0.84% | 1014.03%-1014.9pp | 1166.42%-1167.3pp | 345.39%-346.2pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4 | $12,283-100.0% | $6,422-99.9% | $11,598-100.0% |