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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 | $106,115-100.0% | $85,969-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 76.5%-76.5pp | 83.2%-83.2pp |
| Annual return | -7.74% | 13.93%-21.7pp | 9.32%-17.1pp | 282.24%-290.0pp |
| Employer contribution / active EE | $23,013 | $4,537+407.2% | $3,474+562.3% | $4,866+372.9% |
| Participant deferral / active EE | $12,000 | $4,859+146.9% | $3,829+213.4% | $5,352+124.2% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |