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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 | $77,908-100.0% | $149,696-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 11.81% | 31.73%-19.9pp | 134.46%-122.6pp | 160.72%-148.9pp |
| Employer contribution / active EE | $8,805 | $3,138+180.6% | $4,821+82.6% | $2,671+229.6% |
| Participant deferral / active EE | $6,929 | $3,411+103.1% | $5,682+21.9% | $4,126+67.9% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |