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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 | $111,878+35.8% | $93,727+62.1% | $145,897+4.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 6.43% | 204.28%-197.8pp | 133.83%-127.4pp | 552.29%-545.9pp |
| Employer contribution / active EE | $19,954 | $3,092+545.3% | $2,421+724.1% | $4,663+328.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $46 | $10,256-99.6% | $8,292-99.4% | $13,390-99.7% |