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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 | $176,786-100.0% | $146,643-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 2.39% | 24.04%-21.6pp | 22.75%-20.4pp | 478.82%-476.4pp |
| Employer contribution / active EE | $11,000 | $5,161+113.1% | $4,137+165.9% | $4,839+127.3% |
| Participant deferral / active EE | $19,500 | $6,440+202.8% | $5,506+254.2% | $6,342+207.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |