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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 | $180,459-100.0% | $154,108-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -11.14% | 888.21%-899.3pp | 735.21%-746.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $5,895 | $6,035-2.3% | $5,298+11.3% | $4,779+23.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |