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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 | $58,234-100.0% | $81,783-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 10.51% | 41.70%-31.2pp | 775.05%-764.5pp | 35.62%-25.1pp |
| Employer contribution / active EE | $5,837 | $2,341+149.3% | $2,913+100.4% | $2,756+111.8% |
| Participant deferral / active EE | $7,329 | $3,283+123.3% | $4,320+69.6% | $4,297+70.6% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |