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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 | $105,623-100.0% | $87,502-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 73.8%-73.8pp | 83.0%-83.0pp |
| Annual return | -191.01% | 12.26%-203.3pp | 12.21%-203.2pp | 41.46%-232.5pp |
| Employer contribution / active EE | $620 | $3,141-80.3% | $2,550-75.7% | $4,869-87.3% |
| Participant deferral / active EE | $11,558 | $3,601+221.0% | $3,149+267.1% | $5,287+118.6% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |