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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 | $78,690-100.0% | $161,489-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 78.7%-78.7pp | 68.9%-68.9pp |
| Annual return | 7.65% | 32.74%-25.1pp | 89.72%-82.1pp | 26.06%-18.4pp |
| Employer contribution / active EE | $3,498 | $2,588+35.2% | $4,268-18.0% | $2,596+34.7% |
| Participant deferral / active EE | $4,248 | $3,311+28.3% | $5,630-24.5% | $4,274-0.6% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |