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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 | $156,398-100.0% | $147,318-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 8.17% | 78.75%-70.6pp | 70.43%-62.3pp | 145.39%-137.2pp |
| Employer contribution / active EE | $2,732 | $4,853-43.7% | $4,593-40.5% | $4,194-34.9% |
| Participant deferral / active EE | $4,553 | $8,237-44.7% | $7,906-42.4% | $6,396-28.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |