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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 | $106,524-100.0% | $152,301-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.4%-82.4pp | 68.9%-68.9pp |
| Annual return | -82.47% | 26.89%-109.4pp | 80.50%-163.0pp | 26.06%-108.5pp |
| Employer contribution / active EE | $4,605 | $3,371+36.6% | $4,624-0.4% | $2,596+77.4% |
| Participant deferral / active EE | $17,005 | $6,525+160.6% | $8,004+112.5% | $4,274+297.9% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |