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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 | $215,361-100.0% | $171,082-100.0% | $273,972-100.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 76.7%-43.4pp | 83.0%-49.7pp |
| Annual return | -18.13% | 25.14%-43.3pp | 32.56%-50.7pp | 41.46%-59.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,238 | $5,543-23.6% | $4,797-11.7% | $5,287-19.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |