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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 | $211,946-100.0% | $169,452-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -19.87% | 3.26%-23.1pp | 1.83%-21.7pp | 519.81%-539.7pp |
| Employer contribution / active EE | $17,571 | $5,117+243.4% | $4,157+322.7% | $4,779+267.7% |
| Participant deferral / active EE | $18,857 | $6,075+210.4% | $5,277+257.3% | $5,609+236.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |