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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 | $64,462-100.0% | $81,482-100.0% | $80,911-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.6%-67.6pp |
| Annual return | 9.61% | 16.35%-6.7pp | 24.79%-15.2pp | 35.63%-26.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,081 | $3,094-65.1% | $3,885-72.2% | $4,297-74.8% |
| Admin fee / account holder | $0 | $5,678-100.0% | $5,761-100.0% | $6,935-100.0% |