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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 | $19,728 | $97,732-79.8% | $83,831-76.5% | $135,380-85.4% |
| Participation rate | 47.4% | 80.0%-32.6pp | 76.1%-28.8pp | 82.6%-35.3pp |
| Annual return | -12.58% | 1287.56%-1300.1pp | 850.99%-863.6pp | 519.81%-532.4pp |
| Employer contribution / active EE | $5,808 | $4,222+37.6% | $3,631+60.0% | $4,779+21.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |