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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 | $75,541-100.0% | $152,093-100.0% | $82,637-100.0% |
| Participation rate | 0.0% | 66.5%-66.5pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 13.01% | 32.56%-19.5pp | 66.36%-53.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $2,988 | $2,622+13.9% | $4,175-28.4% | $2,552+17.1% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |