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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 | $134,001-100.0% | $112,258-100.0% | $134,509-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -25.42% | 47.15%-72.6pp | 27.47%-52.9pp | 418.13%-443.5pp |
| Employer contribution / active EE | $3,514 | $4,039-13.0% | $3,636-3.3% | $4,741-25.9% |
| Participant deferral / active EE | $7,424 | $5,291+40.3% | $4,728+57.0% | $6,400+16.0% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |