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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 | $150,442+18.6% | $136,295+30.9% | $147,585+20.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | -0.52% | 1049.09%-1049.6pp | 5155.97%-5156.5pp | 578.56%-579.1pp |
| Employer contribution / active EE | $8,009 | $5,256+52.4% | $4,695+70.6% | $4,876+64.2% |
| Participant deferral / active EE | $1,040 | $6,630-84.3% | $6,247-83.4% | $5,439-80.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |