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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 | $228,352-100.0% | $185,835-100.0% | $158,966-100.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 0.08% | 40.81%-40.7pp | 35.96%-35.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,096 | $4,967-57.8% | $4,087-48.7% | $4,762-56.0% |
| Participant deferral / active EE | $9,887 | $6,416+54.1% | $5,633+75.5% | $5,983+65.2% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |