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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 | $48,078-100.0% | $78,676-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 65.2%-65.2pp | 73.6%-73.6pp | 69.3%-69.3pp |
| Annual return | 4.08% | 31.36%-27.3pp | 62.19%-58.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $651 | $2,015-67.7% | $2,850-77.2% | $2,281-71.5% |
| Participant deferral / active EE | $1,301 | $2,587-49.7% | $3,517-63.0% | $3,203-59.4% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |