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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 | $150,000 | $162,529-7.7% | $130,788+14.7% | $154,746-3.1% |
| Participation rate | 16.7% | 75.9%-59.2pp | 70.1%-53.4pp | 80.7%-64.0pp |
| Annual return | -40.00% | 510.48%-550.5pp | 386.44%-426.4pp | 172.34%-212.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |