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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 | $65,961-100.0% | $180,320-100.0% | $94,015-100.0% |
| Participation rate | 0.0% | 61.3%-61.3pp | 71.5%-71.5pp | 70.8%-70.8pp |
| Annual return | 5.10% | 14.27%-9.2pp | 778.54%-773.4pp | 17.84%-12.7pp |
| Employer contribution / active EE | $1,641 | $1,737-5.5% | $4,108-60.0% | $2,790-41.2% |
| Participant deferral / active EE | $1,722 | $3,003-42.6% | $4,304-60.0% | $4,249-59.5% |
| Admin fee / account holder | $0 | $4,901-100.0% | $10,000-100.0% | $8,951-100.0% |