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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 | $41,363 | $76,522-45.9% | $56,033-26.2% | $145,884-71.6% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | -88.18% | 3014.28%-3102.5pp | 1711.38%-1799.6pp | 551.85%-640.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |