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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 | $114,410 | $154,754-26.1% | $124,206-7.9% | $138,895-17.6% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.6%-12.4pp | 79.9%-22.8pp |
| Annual return | -30.20% | 709.28%-739.5pp | 515.27%-545.5pp | 145.39%-175.6pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |