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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 | $91,537-100.0% | $130,045-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 78.5%-78.5pp | 67.2%-67.2pp |
| Annual return | 7.97% | -631.55%+639.5pp | -137.30%+145.3pp | 160.72%-152.7pp |
| Employer contribution / active EE | $1,226 | $2,845-56.9% | $4,321-71.6% | $2,671-54.1% |
| Participant deferral / active EE | $2,758 | $4,343-36.5% | $5,820-52.6% | $4,126-33.2% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,600-100.0% | $5,651-100.0% |