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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 | $84,697-100.0% | $73,845-100.0% | $125,393-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | -3.97% | 3123.66%-3127.6pp | 2267.91%-2271.9pp | 282.23%-286.2pp |
| Employer contribution / active EE | $1,366 | $3,123-56.3% | $2,788-51.0% | $4,866-71.9% |
| Participant deferral / active EE | $1,215 | $3,993-69.6% | $3,583-66.1% | $5,351-77.3% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |