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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 | $148,629-100.0% | $135,982-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 3.19% | 79.33%-76.1pp | 68.32%-65.1pp | 373.84%-370.7pp |
| Employer contribution / active EE | $20,285 | $5,247+286.6% | $4,859+317.5% | $4,755+326.6% |
| Participant deferral / active EE | $20,000 | $8,102+146.8% | $7,760+157.7% | $6,713+197.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |