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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 | $87,166-100.0% | $76,735-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | -4.86% | 26.50%-31.4pp | 29.77%-34.6pp | 220.34%-225.2pp |
| Employer contribution / active EE | $770 | $2,904-73.5% | $2,454-68.6% | $4,156-81.5% |
| Participant deferral / active EE | $1,099 | $4,726-76.7% | $4,088-73.1% | $6,407-82.8% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |