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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 | $137,414-100.0% | $189,520-100.0% | $85,856-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 87.8%-87.8pp | 69.3%-69.3pp |
| Annual return | -14.46% | 38.14%-52.6pp | 555.25%-569.7pp | 318.58%-333.0pp |
| Employer contribution / active EE | $2,314 | $4,344-46.7% | $6,161-62.4% | $2,565-9.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,046-100.0% | $6,261-100.0% |