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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,045-100.0% | $146,045-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 12.5%-12.5pp | 43.0%-43.0pp |
| Annual return | -0.58% | 9.49%-10.1pp | 9.55%-10.1pp | 259.17%-259.7pp |
| Employer contribution / active EE | $141,667 | $42,563+232.8% | $39,797+256.0% | $41,471+241.6% |
| Participant deferral / active EE | $0 | $139-100.0% | $130-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,502-100.0% |