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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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 2.74% | 8.57%-5.8pp | 7.87%-5.1pp | 9.29%-6.5pp |
| Employer contribution / active EE | $24,667 | $19,481+26.6% | $31,784-22.4% | $15,168+62.6% |
| Participant deferral / active EE | $4,432 | $290+1428.8% | $241+1741.2% | $67+6495.8% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |