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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 | $63,845-100.0% | $81,370-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.7%-67.7pp |
| Annual return | 9.61% | 16.37%-6.8pp | 24.85%-15.2pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,081 | $3,093-65.0% | $3,885-72.2% | $4,300-74.9% |
| Admin fee / account holder | $0 | $5,688-100.0% | $5,749-100.0% | $6,925-100.0% |