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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 | $162,136-100.0% | $152,301-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 8.92% | 91.02%-82.1pp | 80.50%-71.6pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,180 | $4,890-75.9% | $4,624-74.5% | $4,379-73.1% |
| Participant deferral / active EE | $2,766 | $8,341-66.8% | $8,004-65.4% | $6,730-58.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |