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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 | $52,353-100.0% | $120,225-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 58.3%-58.3pp | 69.6%-69.6pp | 68.1%-68.1pp |
| Annual return | 5.10% | 61.85%-56.7pp | 439.23%-434.1pp | 41.64%-36.5pp |
| Employer contribution / active EE | $1,641 | $1,510+8.7% | $3,475-52.8% | $2,551-35.7% |
| Participant deferral / active EE | $1,722 | $2,627-34.4% | $3,999-56.9% | $4,139-58.4% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |