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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 | $209,336-100.0% | $197,124-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 8.82% | 48.09%-39.3pp | 44.34%-35.5pp | 220.34%-211.5pp |
| Employer contribution / active EE | $11,885 | $6,591+80.3% | $6,227+90.8% | $4,156+186.0% |
| Participant deferral / active EE | $18,602 | $9,614+93.5% | $9,135+103.6% | $6,407+190.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |