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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 | $129,737-100.0% | $119,126-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 5.09% | 379.08%-374.0pp | 282.11%-277.0pp | 172.34%-167.2pp |
| Employer contribution / active EE | $10,000 | $4,375+128.6% | $4,034+147.9% | $4,379+128.4% |
| Participant deferral / active EE | $31,000 | $5,842+430.7% | $5,318+482.9% | $6,730+360.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |