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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 | $65,434-100.0% | $98,483-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 9.27% | 21.75%-12.5pp | 1494.38%-1485.1pp | 318.61%-309.3pp |
| Employer contribution / active EE | $802 | $2,169-63.0% | $2,961-72.9% | $2,565-68.7% |
| Participant deferral / active EE | $1,604 | $3,168-49.4% | $4,276-62.5% | $3,952-59.4% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |