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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 | $149,068 | $156,970-5.0% | $121,210+23.0% | $139,487+6.9% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | -40.00% | 1477.10%-1517.1pp | 987.41%-1027.4pp | 373.84%-413.8pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |