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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $83,337-100.0% | $67,834-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 68.8%-68.8pp | 83.0%-83.0pp |
| Annual return | -7.21% | 259.45%-266.7pp | 138.47%-145.7pp | 41.46%-48.7pp |
| Employer contribution / active EE | $17,000 | $3,287+417.2% | $2,403+607.3% | $4,869+249.2% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |