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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 | $81,331-100.0% | $155,534-100.0% | $80,935-100.0% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 3.01% | 33.37%-30.4pp | 64.92%-61.9pp | 35.66%-32.6pp |
| Employer contribution / active EE | $4,414 | $3,105+42.2% | $4,675-5.6% | $2,757+60.1% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |