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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 | $61,596-100.0% | - | $134,545-100.0% |
| Participation rate | 0.0% | 67.3%-67.3pp | - | 81.2%-81.2pp |
| Annual return | -26.67% | -10.55%-16.1pp | - | 418.37%-445.0pp |
| Employer contribution / active EE | $11,640 | $2,755+322.6% | - | $4,742+145.5% |
| Participant deferral / active EE | $34,747 | $4,151+737.2% | - | $6,401+442.8% |
| Admin fee / account holder | $0 | $4,137-100.0% | - | $11,431-100.0% |