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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 | $215,361-100.0% | $171,082-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | 1.39% | 25.14%-23.8pp | 32.56%-31.2pp | 41.46%-40.1pp |
| Employer contribution / active EE | $3,787 | $4,967-23.8% | $4,002-5.4% | $4,869-22.2% |
| Participant deferral / active EE | $12,300 | $5,543+121.9% | $4,797+156.4% | $5,287+132.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |