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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 | $111,535-100.0% | $105,223-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 5.09% | 237.85%-232.8pp | 180.65%-175.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $10,000 | $3,939+153.8% | $3,689+171.1% | $4,156+140.6% |
| Participant deferral / active EE | $31,000 | $5,500+463.6% | $5,072+511.2% | $6,407+383.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |