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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 | $54,105-100.0% | $8,034,787-100.0% | $54,105-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 66.7%-66.7pp | 78.8%-78.8pp |
| Annual return | -0.57% | 4.97%-5.5pp | 8.61%-9.2pp | 4.97%-5.5pp |
| Employer contribution / active EE | $3,067 | $7,091-56.7% | $1,534+100.0% | $7,091-56.7% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $0 | $1,890-100.0% |
| Admin fee / account holder | $0 | $4,098-100.0% | $366,308-100.0% | $4,098-100.0% |