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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 | $117,846-100.0% | $102,434-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | -84.48% | 31.90%-116.4pp | 29.46%-113.9pp | 551.85%-636.3pp |
| Employer contribution / active EE | $42,273 | $3,615+1069.5% | $3,023+1298.3% | $4,662+806.7% |
| Participant deferral / active EE | $2,333 | $5,733-59.3% | $5,055-53.8% | $6,690-65.1% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |