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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 | $226,135-100.0% | $182,558-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 3.56% | 192.60%-189.0pp | 148.59%-145.0pp | 345.46%-341.9pp |
| Employer contribution / active EE | $10,311 | $4,979+107.1% | $4,076+153.0% | $4,764+116.4% |
| Participant deferral / active EE | $10,964 | $6,371+72.1% | $5,526+98.4% | $5,851+87.4% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |