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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,279-100.0% | $81,353-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | -95.06% | 34.49%-129.5pp | 24.82%-119.9pp | 551.85%-646.9pp |
| Employer contribution / active EE | $264 | $2,979-91.1% | $2,464-89.3% | $4,662-94.3% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |