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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 | $61,391-100.0% | $149,723-100.0% | $71,529-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 78.8%-78.8pp | 67.9%-67.9pp |
| Annual return | 10.79% | 35.88%-25.1pp | 134.50%-123.7pp | 28.97%-18.2pp |
| Employer contribution / active EE | $6,475 | $2,384+171.6% | $4,821+34.3% | $2,590+150.0% |
| Participant deferral / active EE | $4,039 | $2,921+38.3% | $5,682-28.9% | $4,291-5.9% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |