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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 | $124,213-100.0% | $118,106-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 81.9%-81.9pp | 80.7%-80.7pp |
| Annual return | 9.25% | 18.29%-9.0pp | 19.44%-10.2pp | 172.34%-163.1pp |
| Employer contribution / active EE | $4,872 | $4,905-0.7% | $4,698+3.7% | $4,379+11.3% |
| Participant deferral / active EE | $3,004 | $6,859-56.2% | $6,619-54.6% | $6,730-55.4% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |