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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 | $95,453-100.0% | $112,040-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.5%-76.5pp | 68.1%-68.1pp |
| Annual return | -132.79% | 23.92%-156.7pp | 24.52%-157.3pp | 41.64%-174.4pp |
| Employer contribution / active EE | $1,244 | $2,318-46.3% | $2,954-57.9% | $2,551-51.2% |
| Participant deferral / active EE | $2,574 | $4,224-39.1% | $5,098-49.5% | $4,139-37.8% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |