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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 | $107,941-100.0% | $91,994-100.0% | $152,897-100.0% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.5%-82.5pp |
| Annual return | 3.57% | 89.28%-85.7pp | 69.04%-65.5pp | 345.43%-341.9pp |
| Employer contribution / active EE | $11,797 | $4,212+180.1% | $3,453+241.7% | $4,764+147.6% |
| Participant deferral / active EE | $9,310 | $6,366+46.3% | $5,924+57.2% | $5,851+59.1% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |