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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 | $178,359 | $150,447+18.6% | $136,298+30.9% | $147,586+20.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | -0.52% | 1049.15%-1049.7pp | 5156.27%-5156.8pp | 578.59%-579.1pp |
| Employer contribution / active EE | $8,009 | $5,256+52.4% | $4,696+70.6% | $4,876+64.2% |
| Participant deferral / active EE | $1,040 | $6,631-84.3% | $6,247-83.4% | $5,439-80.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |