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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 | $95,895-100.0% | $79,576-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -21.12% | -2.72%-18.4pp | 0.15%-21.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $1,179 | $3,128-62.3% | $2,413-51.2% | $4,741-75.1% |
| Participant deferral / active EE | $2,111 | $4,693-55.0% | $3,985-47.0% | $6,400-67.0% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |