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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 | $67,411-100.0% | $91,004-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 71.4%-71.4pp | 75.6%-75.6pp | 69.5%-69.5pp |
| Annual return | 7.41% | -40.16%+47.6pp | 4.60%+2.8pp | 73.15%-65.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,498 | $2,823-11.5% | $3,548-29.6% | $3,332-25.0% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |