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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 | $101,342-100.0% | - | $158,966-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | - | 82.0%-82.0pp |
| Annual return | 0.00% | 35.92%-35.9pp | - | 302.95%-302.9pp |
| Employer contribution / active EE | $38,000 | $3,741+915.8% | - | $4,762+697.9% |
| Participant deferral / active EE | $19,000 | $4,815+294.6% | - | $5,983+217.6% |
| Admin fee / account holder | $0 | $2,869-100.0% | - | $11,250-100.0% |