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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 | $64,729-100.0% | $112,263-100.0% | $68,490-100.0% |
| Participation rate | 0.0% | 67.2%-67.2pp | 75.1%-75.1pp | 67.9%-67.9pp |
| Annual return | -19.96% | -11.40%-8.6pp | 27.49%-47.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,811 | $2,746-34.1% | $3,636-50.2% | $2,597-30.3% |
| Participant deferral / active EE | $3,060 | $3,566-14.2% | $4,729-35.3% | $4,028-24.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |