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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 | $86,949-100.0% | $102,460-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 72.4%-72.4pp | 76.5%-76.5pp | 67.7%-67.7pp |
| Annual return | -131.57% | 18.89%-150.5pp | 29.47%-161.0pp | 35.67%-167.2pp |
| Employer contribution / active EE | $1,250 | $2,370-47.3% | $3,025-58.7% | $2,757-54.7% |
| Participant deferral / active EE | $2,911 | $4,121-29.4% | $5,056-42.4% | $4,300-32.3% |
| Admin fee / account holder | $0 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |