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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 | $49,072-100.0% | - | $49,072-100.0% |
| Participation rate | 0.0% | 45.2%-45.2pp | 0.0%0pp | 45.2%-45.2pp |
| Annual return | -6.64% | 3.71%-10.4pp | -6.64%0pp | 3.71%-10.4pp |
| Employer contribution / active EE | $11,006 | $6,412+71.6% | $11,0060% | $6,412+71.6% |
| Participant deferral / active EE | $0 | $8,647-100.0% | - | $8,647-100.0% |
| Admin fee / account holder | $0 | $634-100.0% | - | $634-100.0% |