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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 | $142,409-100.0% | $119,634-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -23.11% | -12.46%-10.6pp | -14.98%-8.1pp | 418.37%-441.5pp |
| Employer contribution / active EE | $4,982 | $5,224-4.6% | $4,232+17.7% | $4,742+5.1% |
| Participant deferral / active EE | $6,767 | $6,468+4.6% | $5,601+20.8% | $6,401+5.7% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |