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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 | $43,500 | $147,727-70.6% | $115,756-62.4% | $134,545-67.7% |
| Participation rate | 16.7% | 80.4%-63.8pp | 77.1%-60.4pp | 81.2%-64.6pp |
| Annual return | -65.77% | 73.96%-139.7pp | 143.14%-208.9pp | 418.37%-484.1pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,431-100.0% |