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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 | $69,767-100.0% | $7,324,628-100.0% | $69,767-100.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 66.7%-66.7pp | 76.8%-76.8pp |
| Annual return | 0.02% | -8.62%+8.6pp | 1.06%-1.0pp | -8.62%+8.6pp |
| Employer contribution / active EE | $8,070 | $3,142+156.8% | $8,0700% | $3,142+156.8% |
| Participant deferral / active EE | $0 | $2,397-100.0% | - | $2,397-100.0% |
| Admin fee / account holder | $0 | $4,803-100.0% | $262,927-100.0% | $4,803-100.0% |