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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 | $157,296-100.0% | $141,191-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 1.90% | 64.34%-62.4pp | 71.41%-69.5pp | 345.43%-343.5pp |
| Employer contribution / active EE | $12,504 | $5,262+137.6% | $4,736+164.0% | $4,764+162.5% |
| Participant deferral / active EE | $7,329 | $7,111+3.1% | $6,710+9.2% | $5,851+25.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |