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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 | $78,401 | $93,117-15.8% | $77,096+1.7% | $134,532-41.7% |
| Participation rate | 52.6% | 74.5%-21.9pp | 67.9%-15.3pp | 81.2%-28.6pp |
| Annual return | -21.56% | 62.67%-84.2pp | 42.35%-63.9pp | 418.27%-439.8pp |
| Employer contribution / active EE | $5,145 | $3,420+50.4% | $2,814+82.8% | $4,741+8.5% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |