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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 | $211,239-100.0% | $178,528-100.0% | $145,877-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 7.48% | 30.22%-22.7pp | 27.11%-19.6pp | 551.28%-543.8pp |
| Employer contribution / active EE | $25,000 | $4,570+447.0% | $3,950+532.8% | $4,663+436.1% |
| Participant deferral / active EE | $20,501 | $6,963+194.4% | $6,278+226.5% | $6,691+206.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |