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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 | $78,707-100.0% | $117,861-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 73.2%-73.2pp | 79.7%-79.7pp | 69.5%-69.5pp |
| Annual return | -11.34% | 23.30%-34.6pp | 335.11%-346.4pp | 73.15%-84.5pp |
| Employer contribution / active EE | $6,655 | $2,223+199.3% | $3,786+75.8% | $2,343+184.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |