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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 | $119,291 | $150,197-20.6% | $120,368-0.9% | $145,959-18.3% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | -76.52% | 154.26%-230.8pp | 107.26%-183.8pp | 561.95%-638.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,465-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15 | $12,216-99.9% | $9,429-99.8% | $13,398-99.9% |