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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 | $128,861 | $112,099+15.0% | $95,954+34.3% | $158,931-18.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 3.95% | 171.12%-167.2pp | 91.62%-87.7pp | 302.86%-298.9pp |
| Employer contribution / active EE | $3,275 | $3,198+2.4% | $2,541+28.9% | $4,761-31.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,796-100.0% | $11,247-100.0% |