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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 | $108,912-100.0% | $100,383-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 7.13% | 57.96%-50.8pp | 49.26%-42.1pp | 561.95%-554.8pp |
| Employer contribution / active EE | $16,250 | $4,423+267.4% | $3,944+312.0% | $4,661+248.7% |
| Participant deferral / active EE | $21,500 | $8,451+154.4% | $8,086+165.9% | $6,689+221.4% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |