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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 | $154,228-100.0% | $145,433-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 8.92% | 74.59%-65.7pp | 66.58%-57.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,180 | $4,804-75.4% | $4,554-74.1% | $4,156-71.6% |
| Participant deferral / active EE | $2,766 | $8,216-66.3% | $7,897-65.0% | $6,407-56.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |