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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 | $166,242-100.0% | $165,071-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 7.05% | 100.44%-93.4pp | 70.17%-63.1pp | 551.85%-544.8pp |
| Employer contribution / active EE | $10,000 | $5,283+89.3% | $4,347+130.0% | $4,662+114.5% |
| Participant deferral / active EE | $23,000 | $6,964+230.3% | $6,035+281.1% | $6,690+243.8% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |