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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 | $209,089 | $176,120+18.7% | $159,487+31.1% | $167,553+24.8% |
| Participation rate | 18.8% | 85.0%-66.2pp | 82.8%-64.1pp | 82.1%-63.4pp |
| Annual return | 7.26% | 331.95%-324.7pp | 263.71%-256.4pp | 478.89%-471.6pp |
| Employer contribution / active EE | $1,505 | $5,299-71.6% | $4,831-68.8% | $4,840-68.9% |
| Participant deferral / active EE | $2,189 | $7,752-71.8% | $7,354-70.2% | $6,343-65.5% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |