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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 | $184,000-100.0% | $162,185-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 4.34% | 150.80%-146.5pp | 115.61%-111.3pp | 345.46%-341.1pp |
| Employer contribution / active EE | $4,483 | $6,370-29.6% | $5,613-20.1% | $4,764-5.9% |
| Participant deferral / active EE | $5,670 | $8,033-29.4% | $7,297-22.3% | $5,851-3.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |