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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 | $101,283-100.0% | $75,826-100.0% | $135,379-100.0% |
| Participation rate | 0.0% | 72.7%-72.7pp | 68.2%-68.2pp | 82.6%-82.6pp |
| Annual return | -59.53% | 3384.62%-3444.1pp | 1914.15%-1973.7pp | 519.79%-579.3pp |
| Employer contribution / active EE | $346 | $2,382-85.5% | $1,913-81.9% | $4,779-92.8% |
| Participant deferral / active EE | $467 | $3,469-86.5% | $2,862-83.7% | $5,609-91.7% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,828-100.0% |