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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 | $114,454 | $84,628+35.2% | $61,501+86.1% | $134,545-14.9% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -62.29% | 585.61%-647.9pp | 339.04%-401.3pp | 418.37%-480.7pp |
| Employer contribution / active EE | $462 | $1,545-70.1% | $1,160-60.2% | $4,742-90.3% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |