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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 | $56,431-100.0% | $130,788-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 58.9%-58.9pp | 70.1%-70.1pp | 68.9%-68.9pp |
| Annual return | 5.10% | 91.27%-86.2pp | 386.44%-381.3pp | 26.06%-21.0pp |
| Employer contribution / active EE | $1,641 | $1,549+6.0% | $3,558-53.9% | $2,596-36.8% |
| Participant deferral / active EE | $1,722 | $2,749-37.3% | $4,137-58.4% | $4,274-59.7% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |