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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 | $14,149 | $96,419-85.3% | $80,648-82.5% | $139,487-89.9% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | -1.58% | 1352.86%-1354.4pp | 937.21%-938.8pp | 373.84%-375.4pp |
| Employer contribution / active EE | $780 | $3,261-76.1% | $2,724-71.4% | $4,755-83.6% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $250 | $6,605-96.2% | $5,382-95.4% | $11,407-97.8% |