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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 | $105,929-100.0% | $81,926-100.0% | $158,950-100.0% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.0%-72.0pp | 82.0%-82.0pp |
| Annual return | -8.36% | 38.19%-46.5pp | 29.49%-37.9pp | 302.91%-311.3pp |
| Employer contribution / active EE | $4,588 | $7,802-41.2% | $4,310+6.4% | $4,762-3.7% |
| Participant deferral / active EE | $14,967 | $13,007+15.1% | $7,108+110.6% | $5,983+150.2% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,248-100.0% |