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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 | $490,217-100.0% | $490,217-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 39.0%-39.0pp | 35.0%-35.0pp | 34.7%-34.7pp |
| Annual return | -1.13% | 7.15%-8.3pp | 7.21%-8.3pp | 12.28%-13.4pp |
| Employer contribution / active EE | $47,500 | $40,851+16.3% | $39,652+19.8% | $34,589+37.3% |
| Participant deferral / active EE | $0 | $93-100.0% | $95-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $28,496-100.0% | $28,496-100.0% | $47,656-100.0% |