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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 | $127,387-100.0% | $115,038-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -6.17% | 31.28%-37.4pp | 26.14%-32.3pp | 282.24%-288.4pp |
| Employer contribution / active EE | $11,366 | $5,166+120.0% | $4,608+146.7% | $4,866+133.6% |
| Participant deferral / active EE | $7,150 | $6,423+11.3% | $6,026+18.6% | $5,352+33.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |