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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 | $108,942-100.0% | $100,415-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 7.13% | 58.27%-51.1pp | 49.47%-42.3pp | 552.29%-545.2pp |
| Employer contribution / active EE | $16,250 | $4,422+267.5% | $3,943+312.1% | $4,663+248.5% |
| Participant deferral / active EE | $21,500 | $8,461+154.1% | $8,091+165.7% | $6,689+221.4% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |