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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 | $102,393-100.0% | $147,041-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 10.47% | 134.95%-124.5pp | 419.21%-408.7pp | 35.63%-25.2pp |
| Employer contribution / active EE | $4,351 | $3,715+17.1% | $4,935-11.8% | $2,756+57.9% |
| Participant deferral / active EE | $9,847 | $6,647+48.1% | $8,071+22.0% | $4,297+129.2% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |