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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 | $75,963-100.0% | $97,995-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 77.0%-77.0pp | 82.4%-82.4pp | 69.5%-69.5pp |
| Annual return | 1.00% | 19.26%-18.3pp | 23.94%-22.9pp | 73.15%-72.2pp |
| Employer contribution / active EE | $3,576 | $3,278+9.1% | $4,158-14.0% | $2,343+52.7% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,407-100.0% | $5,943-100.0% | $4,645-100.0% |