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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 | $228,395-100.0% | $185,861-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 2.79% | 40.82%-38.0pp | 35.96%-33.2pp | 302.99%-300.2pp |
| Employer contribution / active EE | $18,750 | $4,968+277.4% | $4,088+358.7% | $4,763+293.7% |
| Participant deferral / active EE | $12,250 | $6,417+90.9% | $5,634+117.4% | $5,983+104.7% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |