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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 | $49,199-100.0% | $121,210-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 69.5%-69.5pp | 67.2%-67.2pp |
| Annual return | 12.43% | 56.04%-43.6pp | 987.41%-975.0pp | 160.75%-148.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,970 | $2,630+241.1% | $4,084+119.7% | $4,126+117.4% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,647-100.0% | $5,651-100.0% |