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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 | -19.66% | -13.67%-6.0pp | 701.76%-721.4pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,143 | $2,218-48.5% | $3,007-62.0% | $2,596-56.0% |
| Participant deferral / active EE | $1,985 | $3,246-38.9% | $4,394-54.8% | $4,028-50.7% |
| Admin fee / account holder | $0 | $4,396-100.0% | $5,329-100.0% | $5,403-100.0% |