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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 | $0 | $73,848-100.0% | $143,799-100.0% | $68,486-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 80.3%-80.3pp | 67.9%-67.9pp |
| Annual return | -30.40% | 0.91%-31.3pp | -0.04%-30.4pp | -7.85%-22.5pp |
| Employer contribution / active EE | $7,611 | $3,184+139.0% | $4,952+53.7% | $2,597+193.1% |
| Participant deferral / active EE | $5,032 | $3,385+48.7% | $5,638-10.8% | $4,028+24.9% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |