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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 | $88,702-100.0% | $81,780-100.0% | $145,978-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 7.39% | 1029.12%-1021.7pp | 776.27%-768.9pp | 550.52%-543.1pp |
| Employer contribution / active EE | $6,331 | $3,084+105.3% | $2,914+117.3% | $4,662+35.8% |
| Participant deferral / active EE | $7,340 | $4,645+58.0% | $4,321+69.9% | $6,690+9.7% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |