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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 | $87,834-100.0% | $133,975-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 87.1%-87.1pp | 69.3%-69.3pp |
| Annual return | 3.96% | 12.05%-8.1pp | 29.29%-25.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $36,146 | $3,482+938.0% | $5,211+593.6% | $2,281+1484.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |