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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 | $165,399-100.0% | $149,745-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 4.94% | 348.34%-343.4pp | 276.72%-271.8pp | 302.99%-298.0pp |
| Employer contribution / active EE | $3,881 | $5,105-24.0% | $4,646-16.5% | $4,763-18.5% |
| Participant deferral / active EE | $8,667 | $7,183+20.7% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |