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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 | $29,667-100.0% | $56,441-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 9.35% | 35.22%-25.9pp | 1704.21%-1694.9pp | 35.62%-26.3pp |
| Employer contribution / active EE | $411 | $669-38.6% | $1,039-60.4% | $2,756-85.1% |
| Participant deferral / active EE | $1,033 | $1,227-15.8% | $1,953-47.1% | $4,297-76.0% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |