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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 | $21,979 | $100,279-78.1% | $81,353-73.0% | $145,884-84.9% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | -8.37% | 34.49%-42.9pp | 24.82%-33.2pp | 551.85%-560.2pp |
| Employer contribution / active EE | $1,746 | $2,979-41.4% | $2,464-29.2% | $4,662-62.6% |
| Participant deferral / active EE | $2,126 | $4,611-53.9% | $3,885-45.3% | $6,690-68.2% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |