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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 | $75,832-100.0% | $147,617-100.0% | $59,633-100.0% |
| Participation rate | 0.0% | 71.6%-71.6pp | 84.6%-84.6pp | 68.7%-68.7pp |
| Annual return | -9.22% | 0.37%-9.6pp | 61.98%-71.2pp | 2041.45%-2050.7pp |
| Employer contribution / active EE | $3,865 | $3,485+10.9% | $5,564-30.5% | $2,203+75.5% |
| Participant deferral / active EE | $3,124 | $3,131-0.2% | $4,895-36.2% | $3,192-2.1% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |