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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 | $84,857 | $168,635-49.7% | $147,617-42.5% | $125,389-32.3% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -4.72% | 77.65%-82.4pp | 61.98%-66.7pp | 282.24%-287.0pp |
| Employer contribution / active EE | $9,459 | $6,252+51.3% | $5,564+70.0% | $4,866+94.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |