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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 | $93,617-100.0% | $135,982-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 14.78% | 30.89%-16.1pp | 68.32%-53.5pp | 160.75%-146.0pp |
| Employer contribution / active EE | $3,707 | $3,538+4.8% | $4,859-23.7% | $2,671+38.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |