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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 | $178,174-100.0% | $156,181-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | -57.35% | 84.19%-141.5pp | 64.87%-122.2pp | 220.34%-277.7pp |
| Employer contribution / active EE | $2,598 | $4,972-47.7% | $4,294-39.5% | $4,156-37.5% |
| Participant deferral / active EE | $7,701 | $6,888+11.8% | $6,132+25.6% | $6,407+20.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |