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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 | $125,797-100.0% | $170,057-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 87.0%-87.0pp | 67.2%-67.2pp |
| Annual return | 3.95% | 27.20%-23.3pp | 53.42%-49.5pp | 160.75%-156.8pp |
| Employer contribution / active EE | $4,997 | $4,616+8.2% | $6,790-26.4% | $2,671+87.1% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $8,177-100.0% | $12,826-100.0% | $5,651-100.0% |