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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 | $36,017 | $84,551-57.4% | $61,452-41.4% | $134,532-73.2% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -27.43% | 585.39%-612.8pp | 338.96%-366.4pp | 418.27%-445.7pp |
| Employer contribution / active EE | $1,715 | $1,545+11.0% | $1,160+47.9% | $4,741-63.8% |
| Participant deferral / active EE | $15,993 | $2,818+467.4% | $2,125+652.7% | $6,401+149.8% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |