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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 | $136,860 | $96,123+42.4% | $77,361+76.9% | $198,609-31.1% |
| Participation rate | 33.3% | 81.1%-47.8pp | 75.0%-41.6pp | 82.4%-49.0pp |
| Annual return | -9.37% | 2054.81%-2064.2pp | 1011.54%-1020.9pp | 202.70%-212.1pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |