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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 | $70,418-100.0% | $96,570-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 69.8%-69.8pp | 69.3%-69.3pp |
| Annual return | 9.62% | 18.59%-9.0pp | 37.79%-28.2pp | 318.61%-309.0pp |
| Employer contribution / active EE | $1,566 | $1,413+10.8% | $2,357-33.6% | $2,565-38.9% |
| Participant deferral / active EE | $4,249 | $2,894+46.8% | $3,849+10.4% | $3,952+7.5% |
| Admin fee / account holder | $0 | $4,995-100.0% | $6,182-100.0% | $6,261-100.0% |