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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 | $112,121-100.0% | $95,960-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | -0.67% | 171.16%-171.8pp | 91.63%-92.3pp | 302.95%-303.6pp |
| Employer contribution / active EE | $13,997 | $3,199+337.5% | $2,541+450.8% | $4,762+193.9% |
| Participant deferral / active EE | $15,518 | $4,784+224.4% | $4,167+272.4% | $5,983+159.4% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |