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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 | $83,485-100.0% | $125,195-100.0% | $72,976-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.5%-69.5pp |
| Annual return | 4.88% | 25.77%-20.9pp | 43.79%-38.9pp | 81.02%-76.1pp |
| Employer contribution / active EE | $1,757 | $2,346-25.1% | $3,866-54.5% | $2,440-28.0% |
| Participant deferral / active EE | $2,004 | $3,586-44.1% | $4,937-59.4% | $3,608-44.5% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |