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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 | $113,174-100.0% | - | $145,897-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | - | 80.3%-80.3pp |
| Annual return | 0.00% | 21.70%-21.7pp | - | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $5,760-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $30,000 | $5,566+439.0% | - | $6,689+348.5% |
| Admin fee / account holder | $0 | $6,302-100.0% | - | $13,390-100.0% |