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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 | $54,357-100.0% | $82,706-100.0% | $68,495-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 72.6%-72.6pp | 67.9%-67.9pp |
| Annual return | -52.89% | -13.67%-39.2pp | 701.76%-754.7pp | -7.84%-45.1pp |
| Employer contribution / active EE | $818 | $2,218-63.1% | $3,007-72.8% | $2,596-68.5% |
| Participant deferral / active EE | $2,782 | $3,246-14.3% | $4,394-36.7% | $4,028-30.9% |
| Admin fee / account holder | $0 | $4,396-100.0% | $5,329-100.0% | $5,403-100.0% |