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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,935 | $111,785+35.9% | $93,669+62.2% | $145,877+4.2% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 6.43% | 203.79%-197.4pp | 133.59%-127.2pp | 551.28%-544.9pp |
| Employer contribution / active EE | $19,954 | $3,096+544.5% | $2,424+723.3% | $4,663+327.9% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $46 | $10,256-99.6% | $8,291-99.4% | $13,402-99.7% |