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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 | $51,184-100.0% | $66,439-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.5%-74.5pp | 69.5%-69.5pp |
| Annual return | 10.38% | 17.07%-6.7pp | 757.66%-747.3pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,737 | $2,023-14.1% | $2,637-34.1% | $2,584-32.8% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |