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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 | $63,710-100.0% | $3,919,169-100.0% | $63,710-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 75.0%-75.0pp | 75.2%-75.2pp |
| Annual return | -2.18% | 3.90%-6.1pp | 6.30%-8.5pp | 3.90%-6.1pp |
| Employer contribution / active EE | $2,601 | $6,662-61.0% | $1,301+100.0% | $6,662-61.0% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $4,431-100.0% | $2,030-100.0% |
| Admin fee / account holder | $0 | $2,967-100.0% | $169,867-100.0% | $2,967-100.0% |