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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 | $100,938-100.0% | $90,461-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 3.17% | 1727.20%-1724.0pp | 1294.76%-1291.6pp | 302.99%-299.8pp |
| Employer contribution / active EE | $3,693 | $3,6910% | $3,264+13.1% | $4,763-22.5% |
| Participant deferral / active EE | $2,652 | $4,350-39.0% | $3,964-33.1% | $5,983-55.7% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |