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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 | $111,814-100.0% | $103,374-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 5.25% | 24.77%-19.5pp | 24.89%-19.6pp | 561.95%-556.7pp |
| Employer contribution / active EE | $6,528 | $4,214+54.9% | $3,869+68.7% | $4,661+40.1% |
| Participant deferral / active EE | $3,833 | $5,618-31.8% | $5,058-24.2% | $6,689-42.7% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |