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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 | $94,766-100.0% | $112,923-100.0% | $139,487-100.0% |
| Participation rate | 0.0% | 81.3%-81.3pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 10.71% | 40.96%-30.2pp | 34.13%-23.4pp | 373.84%-363.1pp |
| Employer contribution / active EE | $5,370 | $4,636+15.8% | $4,570+17.5% | $4,755+13.0% |
| Participant deferral / active EE | $3,052 | $6,523-53.2% | $6,520-53.2% | $6,713-54.5% |
| Admin fee / account holder | $0 | $8,529-100.0% | $7,046-100.0% | $11,407-100.0% |