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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 | $66,319-100.0% | $93,621-100.0% | $65,186-100.0% |
| Participation rate | 0.0% | 74.0%-74.0pp | 75.8%-75.8pp | 70.2%-70.2pp |
| Annual return | 11.25% | 42.59%-31.3pp | 32.76%-21.5pp | 29.39%-18.1pp |
| Employer contribution / active EE | $946 | $2,013-53.0% | $2,719-65.2% | $2,177-56.5% |
| Participant deferral / active EE | $3,680 | $3,343+10.1% | $4,070-9.6% | $3,514+4.7% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |