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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 | $124,351-100.0% | $109,188-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 6.58% | 26.04%-19.5pp | 25.76%-19.2pp | 478.89%-472.3pp |
| Employer contribution / active EE | $1,846 | $4,210-56.1% | $3,723-50.4% | $4,840-61.9% |
| Participant deferral / active EE | $4,086 | $5,257-22.3% | $4,654-12.2% | $6,343-35.6% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |