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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 | $46,596-100.0% | $64,099-100.0% | $75,181-100.0% |
| Participation rate | 0.0% | 65.9%-65.9pp | 72.3%-72.3pp | 67.2%-67.2pp |
| Annual return | 8.95% | 26.04%-17.1pp | 33.70%-24.8pp | 160.69%-151.7pp |
| Employer contribution / active EE | $1,153 | $1,975-41.6% | $2,748-58.0% | $2,671-56.8% |
| Participant deferral / active EE | $1,640 | $2,837-42.2% | $3,881-57.7% | $4,126-60.2% |
| Admin fee / account holder | $0 | $2,954-100.0% | $3,070-100.0% | $5,650-100.0% |