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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 | $100,805-100.0% | $86,698-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -32.18% | 29.09%-61.3pp | 35.95%-68.1pp | 418.27%-450.4pp |
| Employer contribution / active EE | $3,350 | $3,490-4.0% | $2,837+18.1% | $4,741-29.4% |
| Participant deferral / active EE | $5,464 | $5,339+2.3% | $4,656+17.3% | $6,401-14.6% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |