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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 | $101,618-100.0% | $93,063-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 72.1%-72.1pp | 80.0%-80.0pp |
| Annual return | 7.39% | 223.95%-216.6pp | 34.15%-26.8pp | 220.34%-213.0pp |
| Employer contribution / active EE | $22,185 | $2,707+719.5% | $2,476+795.9% | $4,156+433.8% |
| Participant deferral / active EE | $6,871 | $4,279+60.6% | $3,958+73.6% | $6,407+7.2% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |