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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 | $100,003-100.0% | $146,685-100.0% | $85,856-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 80.1%-80.1pp | 69.3%-69.3pp |
| Annual return | 8.72% | 18.93%-10.2pp | 22.75%-14.0pp | 318.58%-309.9pp |
| Employer contribution / active EE | $4,395 | $2,559+71.7% | $4,137+6.2% | $2,565+71.3% |
| Participant deferral / active EE | $5,602 | $4,006+39.8% | $5,507+1.7% | $3,952+41.8% |
| Admin fee / account holder | $0 | $7,704-100.0% | $10,281-100.0% | $6,261-100.0% |