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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 | $124,330-100.0% | $109,173-100.0% | $167,536-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 3.73% | 26.04%-22.3pp | 25.75%-22.0pp | 478.82%-475.1pp |
| Employer contribution / active EE | $5,990 | $4,209+42.3% | $3,723+60.9% | $4,839+23.8% |
| Participant deferral / active EE | $15,334 | $5,256+191.7% | $4,654+229.5% | $6,342+141.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |