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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 | $100,895-100.0% | $90,430-100.0% | $158,950-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | -42.10% | 1725.54%-1767.6pp | 1293.73%-1335.8pp | 302.91%-345.0pp |
| Employer contribution / active EE | $1,474 | $3,689-60.0% | $3,262-54.8% | $4,762-69.1% |
| Participant deferral / active EE | $11,799 | $4,347+171.4% | $3,963+197.7% | $5,983+97.2% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |