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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 | $53,128-100.0% | $86,581-100.0% | $70,124-100.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 6.91% | 27.66%-20.7pp | 965.06%-958.1pp | 73.14%-66.2pp |
| Employer contribution / active EE | $4,235 | $2,068+104.8% | $2,840+49.2% | $2,342+80.8% |
| Participant deferral / active EE | $2,834 | $2,695+5.2% | $3,609-21.5% | $3,332-14.9% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |