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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 | $77,416-100.0% | $69,464-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.5%-82.5pp |
| Annual return | 4.74% | 39.08%-34.3pp | 28.98%-24.2pp | 345.43%-340.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,436 | $4,413-67.5% | $3,536-59.4% | $5,851-75.5% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |