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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 | $86,050-100.0% | $189,758-100.0% | $94,015-100.0% |
| Participation rate | 0.0% | 68.9%-68.9pp | 79.8%-79.8pp | 70.8%-70.8pp |
| Annual return | 7.65% | 17.77%-10.1pp | 52.62%-45.0pp | 17.84%-10.2pp |
| Employer contribution / active EE | $3,498 | $2,819+24.1% | $4,767-26.6% | $2,790+25.4% |
| Participant deferral / active EE | $4,248 | $3,349+26.9% | $5,856-27.5% | $4,2490% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |