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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 | $109,359-100.0% | $162,185-100.0% | $72,976-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.6%-87.6pp | 69.5%-69.5pp |
| Annual return | 16.35% | 25.46%-9.1pp | 115.61%-99.3pp | 81.02%-64.7pp |
| Employer contribution / active EE | $4,875 | $3,907+24.8% | $5,613-13.1% | $2,440+99.8% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,844-100.0% | $5,124-100.0% |