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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 | $211,946-100.0% | $169,452-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -9.40% | 3.26%-12.7pp | 1.83%-11.2pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,787 | $5,117-65.1% | $4,157-57.0% | $4,779-62.6% |
| Participant deferral / active EE | $1,064 | $6,075-82.5% | $5,277-79.8% | $5,609-81.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |