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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 | $138,102-100.0% | $125,381-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -29.03% | 750.73%-779.8pp | 572.31%-601.3pp | 418.27%-447.3pp |
| Employer contribution / active EE | $13,902 | $5,245+165.0% | $4,815+188.7% | $4,741+193.2% |
| Participant deferral / active EE | $13,902 | $7,801+78.2% | $7,448+86.7% | $6,401+117.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |