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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 | $138,102-100.0% | $125,381-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -24.07% | 750.73%-774.8pp | 572.31%-596.4pp | 418.27%-442.3pp |
| Employer contribution / active EE | $17,022 | $5,245+224.5% | $4,815+253.5% | $4,741+259.0% |
| Participant deferral / active EE | $11,144 | $7,801+42.9% | $7,448+49.6% | $6,401+74.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |