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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 | $84,741-100.0% | $75,731-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.8%-74.8pp | 82.1%-82.1pp |
| Annual return | 4.80% | 199.72%-194.9pp | 104.65%-99.8pp | 478.89%-474.1pp |
| Employer contribution / active EE | $12,625 | $3,230+290.8% | $2,743+360.3% | $4,840+160.9% |
| Participant deferral / active EE | $2,021 | $4,577-55.8% | $3,820-47.1% | $6,343-68.1% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |