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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,910-100.0% | $158,640-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.4%-35.4pp | 22.2%-22.2pp | 45.9%-45.9pp |
| Annual return | -2.90% | 9.33%-12.2pp | 10.66%-13.6pp | 10.21%-13.1pp |
| Employer contribution / active EE | $200,000 | $36,456+448.6% | $30,880+547.7% | $42,272+373.1% |
| Participant deferral / active EE | $0 | $49-100.0% | $65-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,630-100.0% | $1,478-100.0% | $13,518-100.0% |