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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 | $210,698-100.0% | $178,014-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 7.48% | 386.27%-378.8pp | 294.80%-287.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $25,000 | $4,567+447.4% | $3,950+532.9% | $4,661+436.4% |
| Participant deferral / active EE | $20,501 | $6,958+194.6% | $6,276+226.6% | $6,689+206.5% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |