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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 | $53,841-100.0% | $75,731-100.0% | $85,851-100.0% |
| Participation rate | 0.0% | 69.0%-69.0pp | 74.8%-74.8pp | 69.3%-69.3pp |
| Annual return | 9.20% | 24.54%-15.3pp | 104.65%-95.4pp | 318.63%-309.4pp |
| Employer contribution / active EE | $2,813 | $2,017+39.4% | $2,743+2.5% | $2,565+9.6% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |