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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 | $97,550-100.0% | $120,344-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.7%-76.7pp | 68.9%-68.9pp |
| Annual return | 8.39% | 18.41%-10.0pp | 20.30%-11.9pp | 26.06%-17.7pp |
| Employer contribution / active EE | $5,442 | $2,291+137.6% | $3,020+80.2% | $2,596+109.6% |
| Participant deferral / active EE | $7,415 | $4,230+75.3% | $5,135+44.4% | $4,274+73.5% |
| Admin fee / account holder | $0 | $9,543-100.0% | $12,742-100.0% | $7,775-100.0% |