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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 | $101,795-100.0% | $165,100-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.7%-67.7pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.21%-70.2pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |