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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 | $65,985-100.0% | - | $152,885-100.0% |
| Participation rate | 0.0% | 72.3%-72.3pp | - | 82.5%-82.5pp |
| Annual return | 0.00% | 27.82%-27.8pp | - | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $2,766-100.0% | - | $4,763-100.0% |
| Participant deferral / active EE | $56,000 | $4,125+1257.7% | - | $5,851+857.1% |
| Admin fee / account holder | $0 | $4,647-100.0% | - | $11,598-100.0% |