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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 | $108,825-100.0% | $156,181-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 72.4%-72.4pp | 78.8%-78.8pp | 68.1%-68.1pp |
| Annual return | 12.00% | 20.59%-8.6pp | 64.87%-52.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $22,888 | $2,870+697.5% | $4,294+433.0% | $2,551+797.2% |
| Participant deferral / active EE | $3,064 | $4,577-33.1% | $6,132-50.0% | $4,139-26.0% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |