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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $91,537-100.0% | $130,045-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 78.5%-78.5pp | 67.2%-67.2pp |
| Annual return | 10.51% | -631.55%+642.1pp | -137.30%+147.8pp | 160.72%-150.2pp |
| Employer contribution / active EE | $303 | $2,845-89.3% | $4,321-93.0% | $2,671-88.7% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,600-100.0% | $5,651-100.0% |