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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 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | 3.64% | 10.19%-6.5pp | 9.96%-6.3pp | 12.28%-8.6pp |
| Employer contribution / active EE | $3,059 | $37,927-91.9% | $35,635-91.4% | $34,589-91.2% |
| Participant deferral / active EE | $0 | $0 | $20-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |