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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 | $100,194-100.0% | $122,979-100.0% | $86,983-100.0% |
| Participation rate | 0.0% | 73.0%-73.0pp | 77.2%-77.2pp | 69.5%-69.5pp |
| Annual return | 8.39% | 16.47%-8.1pp | 20.12%-11.7pp | 25.83%-17.4pp |
| Employer contribution / active EE | $5,442 | $2,326+134.0% | $3,062+77.7% | $2,584+110.6% |
| Participant deferral / active EE | $7,415 | $4,133+79.4% | $5,003+48.2% | $4,194+76.8% |
| Admin fee / account holder | $0 | $10,148-100.0% | $12,864-100.0% | $7,856-100.0% |