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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 | $124,747 | $150,447-17.1% | $136,298-8.5% | $147,586-15.5% |
| Participation rate | 11.1% | 84.4%-73.3pp | 81.9%-70.8pp | 82.8%-71.7pp |
| Annual return | -17.68% | 1049.15%-1066.8pp | 5156.27%-5173.9pp | 578.59%-596.3pp |
| Employer contribution / active EE | $930 | $5,256-82.3% | $4,696-80.2% | $4,876-80.9% |
| Participant deferral / active EE | $2,000 | $6,631-69.8% | $6,247-68.0% | $5,439-63.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |