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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 | $29,786 | $100,911-70.5% | $90,440-67.1% | $158,966-81.3% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 3.36% | 1726.62%-1723.3pp | 1294.38%-1291.0pp | 302.95%-299.6pp |
| Employer contribution / active EE | $2,052 | $3,690-44.4% | $3,263-37.1% | $4,762-56.9% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |