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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 | $58,311-100.0% | $81,882-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 10.51% | 41.85%-31.3pp | 779.47%-769.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $5,837 | $2,347+148.8% | $2,916+100.2% | $2,757+111.7% |
| Participant deferral / active EE | $7,329 | $3,287+123.0% | $4,323+69.5% | $4,300+70.4% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |